+152.0%
QQQM vs LII
+36.1%
+116.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.8% | +2.7% | +1.5% |
| 7D | -0.6% | -6.3% | +5.7% | +1.6% |
| 30D | -1.2% | -13.0% | +11.8% | +3.4% |
| 3M | -0.1% | -29.0% | +28.9% | +10.4% |
| 6M | +18.0% | -27.7% | +45.6% | +28.5% |
| YTD | +16.7% | -24.2% | +40.9% | +24.2% |
| 1Y | +23.0% | -34.8% | +57.8% | +37.9% |
| 3Y | +93.3% | -4.2% | +97.6% | +79.0% |
| 5Y | +96.3% | +20.9% | +75.4% | +51.4% |
| All | +152.0% | +36.1% | +116.0% | +85.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 10y: compounded portfolio wealth divided by compounded LII 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…
10y analysis · Full analysis span regression · 6 months rolling