+93.3%
QQQM vs NXT
+90.7%
+2.6%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.9% | -1.0% | +0.7% |
| 7D | -0.6% | -1.9% | +1.3% | -0.4% |
| 30D | -1.2% | -20.0% | +18.8% | +1.2% |
| 3M | -0.1% | -30.7% | +30.6% | +3.7% |
| 6M | +18.0% | -29.0% | +46.9% | +21.4% |
| YTD | +16.7% | -4.8% | +21.5% | +16.4% |
| 1Y | +23.0% | +22.8% | +0.2% | +19.7% |
| 3Y | +93.3% | +93.9% | -0.6% | +75.5% |
| All | +93.3% | +90.7% | +2.6% | +75.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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