+93.3%
QQQM vs O
+26.7%
+66.6%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | -0.6% | -2.9% | +2.3% | -0.6% |
| 30D | -1.2% | -4.5% | +3.3% | -1.2% |
| 3M | -0.1% | -2.6% | +2.5% | -0.2% |
| 6M | +18.0% | -5.6% | +23.6% | +18.1% |
| YTD | +16.7% | +9.3% | +7.4% | +15.4% |
| 1Y | +23.0% | +4.3% | +18.7% | +22.2% |
| 3Y | +93.3% | +27.4% | +65.9% | +89.0% |
| All | +93.3% | +26.7% | +66.6% | +89.0% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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