+142.9%
QQQM vs NXT
+171.8%
-28.9%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.6% | +3.3% | +0.1% |
| 7D | +1.0% | -0.2% | +1.2% | +1.0% |
| 30D | -0.6% | -20.0% | +19.3% | +1.8% |
| 3M | +1.3% | -30.9% | +32.2% | +5.1% |
| 6M | +18.2% | -23.8% | +42.0% | +20.7% |
| YTD | +16.9% | -5.4% | +22.4% | +16.7% |
| 1Y | +24.0% | +28.0% | -4.0% | +20.0% |
| 3Y | +96.0% | +93.3% | +2.7% | +77.8% |
| All | +142.9% | +171.8% | -28.9% | +111.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling