+152.0%
QQQM vs MMM
+44.2%
+107.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.4% | +0.5% |
| 7D | -0.6% | -2.1% | +1.6% | +0.1% |
| 30D | -1.2% | -9.8% | +8.6% | +1.8% |
| 3M | -0.1% | +4.9% | -5.0% | -1.7% |
| 6M | +18.0% | +7.3% | +10.6% | +15.1% |
| YTD | +16.7% | +4.5% | +12.2% | +14.4% |
| 1Y | +23.0% | +5.4% | +17.7% | +20.0% |
| 3Y | +93.3% | +98.6% | -5.2% | +53.9% |
| 5Y | +96.3% | +27.4% | +68.9% | +70.3% |
| All | +152.0% | +44.2% | +107.9% | +122.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MMM.
Daily Out/Under-Performance
Portfolio return minus MMM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MMM 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 MMM 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