+149.8%
QQQM vs LNT
+49.9%
+99.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -0.9% |
| 7D | -1.3% | -1.1% | -0.2% | -1.1% |
| 30D | -1.4% | -1.9% | +0.6% | -1.1% |
| 3M | +2.2% | -7.2% | +9.4% | +3.1% |
| 6M | +16.9% | -3.9% | +20.8% | +17.2% |
| YTD | +15.7% | +5.9% | +9.8% | +13.9% |
| 1Y | +22.7% | +8.4% | +14.3% | +20.1% |
| 3Y | +93.9% | +46.6% | +47.3% | +76.8% |
| 5Y | +94.6% | +32.4% | +62.1% | +81.2% |
| All | +149.8% | +49.9% | +99.9% | +131.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling