+77.5%
QQQM vs MPWR
+161.8%
-84.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +16.6% | -13.2% | -1.6% |
| 7D | -0.3% | +11.6% | -11.9% | -4.1% |
| 30D | -9.7% | +0.1% | -9.8% | -10.4% |
| 3M | -6.0% | -0.8% | -5.2% | -7.0% |
| 6M | -4.3% | -13.0% | +8.7% | -2.7% |
| YTD | +10.9% | +53.9% | -43.0% | -6.8% |
| 1Y | +11.9% | +45.8% | -33.9% | -4.5% |
| 3Y | +86.9% | +194.3% | -107.4% | +14.7% |
| 5Y | +77.5% | +160.1% | -82.6% | +3.7% |
| All | +77.5% | +161.8% | -84.3% | +3.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling