+152.0%
QQQM vs OPEN
-87.8%
+239.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.2% | +0.9% |
| 7D | -0.6% | -11.4% | +10.9% | +0.4% |
| 30D | -1.2% | -20.1% | +18.9% | +0.6% |
| 3M | -0.1% | -37.6% | +37.5% | +3.5% |
| 6M | +18.0% | -47.1% | +65.0% | +23.3% |
| YTD | +16.7% | -52.1% | +68.8% | +22.4% |
| 1Y | +23.0% | -73.5% | +96.5% | +33.4% |
| 3Y | +93.3% | -24.4% | +117.7% | +67.6% |
| 5Y | +96.3% | -85.1% | +181.4% | +79.6% |
| All | +152.0% | -87.8% | +239.9% | +130.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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