+22.7%
QQQM vs P
+17.1%
+5.6%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.0% | +2.0% | -0.6% |
| 7D | -1.3% | -4.1% | +2.9% | -0.6% |
| 30D | -1.4% | -14.0% | +12.6% | +0.6% |
| 3M | +2.2% | +41.4% | -39.3% | -4.2% |
| 6M | +16.9% | +54.2% | -37.3% | +7.3% |
| YTD | +15.7% | +40.4% | -24.8% | +7.2% |
| 1Y | +22.7% | +16.0% | +6.7% | +13.6% |
| All | +22.7% | +17.1% | +5.6% | +13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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