+152.5%
QQQM vs OPEN
-86.9%
+239.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +2.0% | -0.1% |
| 7D | +1.0% | -2.9% | +3.9% | +1.3% |
| 30D | -0.6% | -13.8% | +13.2% | +0.5% |
| 3M | +1.3% | -30.9% | +32.2% | +4.0% |
| 6M | +18.2% | -40.9% | +59.1% | +22.5% |
| YTD | +16.9% | -48.5% | +65.5% | +21.9% |
| 1Y | +24.0% | -50.9% | +74.9% | +25.4% |
| 3Y | +96.0% | -20.6% | +116.7% | +69.4% |
| 5Y | +95.2% | -84.2% | +179.4% | +77.7% |
| All | +152.5% | -86.9% | +239.4% | +129.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling