+12.3%
QQQM vs NDAQ
+28.8%
-16.5%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.6% | -1.6% | +0.8% |
| 7D | -4.6% | +3.9% | -8.5% | -4.9% |
| 30D | -8.5% | +19.0% | -27.5% | -10.0% |
| 3M | -4.3% | +17.6% | -21.9% | -5.7% |
| 6M | +3.1% | +21.0% | -17.9% | +1.7% |
| YTD | +13.1% | +14.1% | -1.0% | +12.7% |
| 1Y | +12.3% | +29.4% | -17.1% | +8.1% |
| All | +12.3% | +28.8% | -16.5% | +8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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