+95.2%
QQQM vs LDOS
+45.2%
+50.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | +0.1% |
| 7D | +0.4% | -5.4% | +5.8% | +1.3% |
| 30D | +0.2% | +4.9% | -4.6% | -0.7% |
| 3M | -2.8% | +7.2% | -10.0% | -4.1% |
| 6M | +18.1% | -24.2% | +42.3% | +24.3% |
| YTD | +17.4% | -25.8% | +43.2% | +23.5% |
| 1Y | +25.7% | -24.7% | +50.4% | +31.6% |
| 3Y | +94.1% | +39.3% | +54.8% | +71.9% |
| All | +95.2% | +45.2% | +50.0% | +69.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LDOS.
Daily Out/Under-Performance
Portfolio return minus LDOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LDOS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded LDOS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling