+4.5%
QQQM vs MRK
+80.0%
-75.5%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -2.3% | -4.1% | -6.4% |
| 7D | -9.4% | +0.4% | -9.8% | -9.3% |
| 30D | -14.7% | +3.5% | -18.2% | -14.4% |
| 3M | -9.6% | +15.2% | -24.7% | -8.4% |
| 6M | -4.7% | +31.6% | -36.3% | -3.1% |
| YTD | +5.9% | +42.5% | -36.6% | +8.1% |
| 1Y | +4.5% | +79.2% | -74.7% | +6.7% |
| All | +4.5% | +80.0% | -75.5% | +6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MRK.
Daily Out/Under-Performance
Portfolio return minus MRK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRK 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 1y: compounded portfolio wealth divided by compounded MRK 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…
1y analysis · Full analysis span regression · 6 months rolling