+95.2%
QQQM vs MPWR
+156.2%
-60.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.7% | -0.1% |
| 7D | +0.4% | -2.6% | +2.9% | +1.2% |
| 30D | +0.2% | -9.0% | +9.3% | +3.0% |
| 3M | -2.8% | -25.8% | +23.0% | +5.2% |
| 6M | +18.1% | +11.8% | +6.3% | +11.4% |
| YTD | +17.4% | +35.5% | -18.1% | +3.6% |
| 1Y | +25.7% | +45.3% | -19.6% | +7.6% |
| 3Y | +94.1% | +138.5% | -44.3% | +28.5% |
| All | +95.2% | +156.2% | -60.9% | +13.0% |
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