+152.0%
QQQM vs NDAQ
+134.0%
+18.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.4% | +1.1% |
| 7D | -0.6% | -5.6% | +5.0% | +2.1% |
| 30D | -1.2% | -4.4% | +3.1% | +0.8% |
| 3M | -0.1% | +5.9% | -6.0% | -3.6% |
| 6M | +18.0% | +7.7% | +10.2% | +12.2% |
| YTD | +16.7% | -5.2% | +21.9% | +18.0% |
| 1Y | +23.0% | -3.4% | +26.4% | +22.7% |
| 3Y | +93.3% | +85.6% | +7.7% | +31.7% |
| 5Y | +96.3% | +49.5% | +46.8% | +46.4% |
| All | +152.0% | +134.0% | +18.0% | +48.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling