+96.6%
QQQM vs MLM
+19.3%
+77.3%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.1% |
| 7D | +1.5% | +1.4% | +0.1% | +1.0% |
| 30D | -0.7% | -6.5% | +5.9% | +1.5% |
| 3M | +0.4% | -7.4% | +7.9% | +2.2% |
| 6M | +20.1% | -15.8% | +35.9% | +26.2% |
| YTD | +17.2% | -17.4% | +34.7% | +23.1% |
| 1Y | +24.7% | -17.9% | +42.6% | +31.0% |
| 3Y | +96.6% | +18.9% | +77.7% | +71.5% |
| All | +96.6% | +19.3% | +77.3% | +71.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 3y: compounded portfolio wealth divided by compounded MLM 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…
3y analysis · Full analysis span regression · 6 months rolling