+152.0%
QQQM vs ON
+188.8%
-36.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +8.5% | -7.6% | -1.4% |
| 7D | -0.6% | +2.4% | -2.9% | -1.3% |
| 30D | -1.2% | -8.6% | +7.4% | +1.0% |
| 3M | -0.1% | -34.3% | +34.2% | +9.8% |
| 6M | +18.0% | +28.5% | -10.6% | +5.5% |
| YTD | +16.7% | +40.6% | -23.9% | +1.0% |
| 1Y | +23.0% | +55.3% | -32.3% | +2.5% |
| 3Y | +93.3% | -22.2% | +115.5% | +84.5% |
| 5Y | +96.3% | +62.4% | +33.9% | +40.5% |
| All | +152.0% | +188.8% | -36.8% | +41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ON.
Daily Out/Under-Performance
Portfolio return minus ON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ON 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 10y: compounded portfolio wealth divided by compounded ON 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…
10y analysis · Full analysis span regression · 6 months rolling