+100.6%
QQQM vs NVD
-99.1%
+199.7%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.9% |
| 7D | -0.6% | +10.8% | -11.4% | +1.1% |
| 30D | -1.2% | +0.8% | -2.0% | -0.6% |
| 3M | -0.1% | -20.8% | +20.7% | -2.3% |
| 6M | +18.0% | -41.2% | +59.1% | +11.7% |
| YTD | +16.7% | -44.2% | +60.9% | +10.6% |
| 1Y | +23.0% | -54.2% | +77.2% | +14.7% |
| 3Y | +93.3% | -99.1% | +192.5% | +12.3% |
| All | +100.6% | -99.1% | +199.7% | +16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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