+149.8%
QQQM vs MSCI
+65.3%
+84.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.3% | +0.2% | -0.6% |
| 7D | -1.3% | -4.7% | +3.5% | +0.6% |
| 30D | -1.4% | -2.2% | +0.8% | -0.6% |
| 3M | +2.2% | -9.7% | +11.9% | +5.3% |
| 6M | +16.9% | +0.3% | +16.6% | +14.7% |
| YTD | +15.7% | -3.5% | +19.2% | +14.7% |
| 1Y | +22.7% | -1.4% | +24.0% | +19.7% |
| 3Y | +93.9% | +6.6% | +87.4% | +76.9% |
| 5Y | +94.6% | -10.9% | +105.5% | +83.0% |
| All | +149.8% | +65.3% | +84.5% | +76.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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