+93.3%
QQQM vs NDAQ
+84.5%
+8.9%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.4% | +1.1% |
| 7D | -0.6% | -5.6% | +5.0% | +1.3% |
| 30D | -1.2% | -4.4% | +3.1% | +0.2% |
| 3M | -0.1% | +5.9% | -6.0% | -2.5% |
| 6M | +18.0% | +7.7% | +10.2% | +13.7% |
| YTD | +16.7% | -5.2% | +21.9% | +18.4% |
| 1Y | +23.0% | -3.4% | +26.4% | +23.6% |
| 3Y | +93.3% | +85.6% | +7.7% | +52.2% |
| All | +93.3% | +84.5% | +8.9% | +52.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling