+143.6%
QQQM vs MPWR
+388.5%
-244.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +8.9% | -6.6% | -0.4% |
| 7D | -0.2% | +17.3% | -17.5% | -5.4% |
| 30D | -7.5% | +12.1% | -19.6% | -11.3% |
| 3M | -3.8% | +5.6% | -9.4% | -6.7% |
| 6M | -3.0% | -10.7% | +7.7% | -2.2% |
| YTD | +12.8% | +64.0% | -51.2% | -7.2% |
| 1Y | +11.6% | +55.9% | -44.3% | -6.8% |
| 3Y | +85.9% | +199.5% | -113.5% | +14.1% |
| 5Y | +82.7% | +176.6% | -93.9% | +6.0% |
| All | +143.6% | +388.5% | -244.9% | +15.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling