+4.5%
QQQM vs OSCR
+93.2%
-88.7%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -5.7% | -0.6% | -6.0% |
| 7D | -9.4% | +7.8% | -17.2% | -9.7% |
| 30D | -14.7% | +2.6% | -17.3% | -14.8% |
| 3M | -9.6% | +10.2% | -19.8% | -10.1% |
| 6M | -4.7% | +84.9% | -89.6% | -9.2% |
| YTD | +5.9% | +130.9% | -125.0% | -1.9% |
| 1Y | +4.5% | +94.8% | -90.3% | -2.8% |
| All | +4.5% | +93.2% | -88.7% | -2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OSCR.
Daily Out/Under-Performance
Portfolio return minus OSCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OSCR 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 1y: compounded portfolio wealth divided by compounded OSCR 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…
1y analysis · Full analysis span regression · 6 months rolling