+68.1%
QQQM vs NET
+13.2%
+55.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -8.3% | +1.9% | -4.7% |
| 7D | -9.4% | -21.2% | +11.8% | -5.1% |
| 30D | -14.7% | -31.1% | +16.4% | -8.4% |
| 3M | -9.6% | -16.5% | +7.0% | -7.1% |
| 6M | -4.7% | 0.0% | -4.7% | -7.0% |
| YTD | +5.9% | +24.0% | -18.1% | -3.0% |
| 1Y | +4.5% | +7.0% | -2.5% | -1.2% |
| 3Y | +79.6% | +279.6% | -200.0% | +24.3% |
| 5Y | +68.1% | +24.0% | +44.2% | +22.0% |
| All | +68.1% | +13.2% | +55.0% | +22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NET.
Daily Out/Under-Performance
Portfolio return minus NET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NET 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 5y: compounded portfolio wealth divided by compounded NET 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…
5y analysis · Full analysis span regression · 6 months rolling