+25.7%
QQQM vs NEM
+73.9%
-48.2%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.8% | +2.0% | +0.5% |
| 7D | +0.4% | +0.3% | +0.1% | +0.3% |
| 30D | +0.2% | +23.1% | -22.8% | -3.3% |
| 3M | -2.8% | +18.5% | -21.3% | -6.1% |
| 6M | +18.1% | +7.8% | +10.3% | +14.8% |
| YTD | +17.4% | +29.1% | -11.8% | +12.0% |
| 1Y | +25.7% | +72.7% | -47.0% | +15.3% |
| All | +25.7% | +73.9% | -48.2% | +15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NEM.
Daily Out/Under-Performance
Portfolio return minus NEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NEM 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 NEM 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