+142.9%
QQQM vs MPWR
+378.2%
-235.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.8% | +0.3% |
| 7D | +6.2% | +27.9% | -21.7% | -1.9% |
| 30D | -7.4% | +9.7% | -17.1% | -10.7% |
| 3M | -4.8% | +1.7% | -6.5% | -6.6% |
| 6M | -2.4% | -9.2% | +6.8% | -2.2% |
| YTD | +12.4% | +60.5% | -48.0% | -6.9% |
| 1Y | +11.4% | +52.0% | -40.7% | -6.3% |
| 3Y | +85.4% | +193.1% | -107.8% | +14.5% |
| 5Y | +80.3% | +167.3% | -87.0% | +5.7% |
| All | +142.9% | +378.2% | -235.3% | +16.1% |
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