+131.6%
QQQM vs MAS
+58.8%
+72.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.5% | +2.8% | +1.8% |
| 7D | -5.0% | +2.4% | -7.3% | -5.8% |
| 30D | -13.4% | +19.8% | -33.2% | -18.9% |
| 3M | -8.1% | +9.8% | -17.9% | -11.4% |
| 6M | -5.4% | +15.8% | -21.2% | -11.3% |
| YTD | +7.2% | +31.8% | -24.6% | -5.5% |
| 1Y | +7.8% | +35.4% | -27.6% | -6.2% |
| 3Y | +81.2% | +59.2% | +21.9% | +41.3% |
| 5Y | +70.2% | +41.2% | +29.0% | +34.6% |
| All | +131.6% | +58.8% | +72.8% | +78.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 MAS 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