+4.5%
QQQM vs MDLZ
+23.3%
-18.7%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.8% | -5.5% | -6.6% |
| 7D | -9.4% | +6.9% | -16.3% | -7.7% |
| 30D | -14.7% | +12.1% | -26.8% | -12.0% |
| 3M | -9.6% | +7.7% | -17.2% | -7.5% |
| 6M | -4.7% | +10.8% | -15.5% | -1.6% |
| YTD | +5.9% | +27.4% | -21.5% | +10.2% |
| 1Y | +4.5% | +23.5% | -19.0% | +8.4% |
| All | +4.5% | +23.3% | -18.7% | +8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MDLZ.
Daily Out/Under-Performance
Portfolio return minus MDLZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDLZ 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 1y: compounded portfolio wealth divided by compounded MDLZ 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…
1y analysis · Full analysis span regression · 6 months rolling