+152.5%
QQQM vs LEN
+9.9%
+142.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.4% |
| 7D | +1.0% | -3.4% | +4.4% | +1.9% |
| 30D | -0.6% | -5.7% | +5.0% | +0.8% |
| 3M | +1.3% | -12.2% | +13.5% | +4.4% |
| 6M | +18.2% | -18.3% | +36.5% | +23.8% |
| YTD | +16.9% | -20.2% | +37.1% | +22.5% |
| 1Y | +24.0% | -40.1% | +64.1% | +40.2% |
| 3Y | +96.0% | -26.2% | +122.2% | +98.2% |
| 5Y | +95.2% | -9.8% | +105.0% | +75.8% |
| All | +152.5% | +9.9% | +142.6% | +120.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 all: compounded portfolio wealth divided by compounded LEN 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…
all analysis · Full analysis span regression · 6 months rolling