+96.4%
QQQM vs LNT
+31.4%
+65.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | -0.6% | -1.0% | +0.5% | -0.4% |
| 30D | -1.2% | -4.2% | +3.0% | -0.5% |
| 3M | -0.1% | -6.7% | +6.6% | +0.9% |
| 6M | +18.0% | -3.6% | +21.5% | +18.2% |
| YTD | +16.7% | +5.9% | +10.8% | +14.5% |
| 1Y | +23.0% | +7.3% | +15.8% | +20.3% |
| 3Y | +93.3% | +46.5% | +46.9% | +72.8% |
| All | +96.4% | +31.4% | +65.0% | +80.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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