+101.7%
QQQM vs LTH
+150.3%
-48.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.4% | -0.9% |
| 7D | -1.3% | -3.7% | +2.5% | -0.4% |
| 30D | -1.4% | -5.3% | +4.0% | -0.2% |
| 3M | +2.2% | +24.2% | -22.0% | -3.1% |
| 6M | +16.9% | +54.8% | -37.9% | +4.8% |
| YTD | +15.7% | +56.1% | -40.4% | +3.2% |
| 1Y | +22.7% | +45.5% | -22.9% | +10.9% |
| 3Y | +93.9% | +155.9% | -62.0% | +49.9% |
| All | +101.7% | +150.3% | -48.7% | +45.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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