+152.5%
QQQM vs MPWR
+297.1%
-144.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | +0.1% |
| 7D | +1.0% | -1.3% | +2.3% | +1.4% |
| 30D | -0.6% | -12.8% | +12.2% | +3.5% |
| 3M | +1.3% | -21.3% | +22.6% | +7.8% |
| 6M | +18.2% | +13.7% | +4.4% | +10.9% |
| YTD | +16.9% | +33.3% | -16.4% | +3.7% |
| 1Y | +24.0% | +41.3% | -17.3% | +7.1% |
| 3Y | +96.0% | +145.8% | -49.8% | +28.6% |
| 5Y | +95.2% | +155.6% | -60.4% | +16.8% |
| All | +152.5% | +297.1% | -144.6% | +29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MPWR.
Daily Out/Under-Performance
Portfolio return minus MPWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPWR 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 MPWR 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