+95.2%
QQQM vs P
+274.2%
-179.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.0% | +3.8% | +0.7% |
| 7D | +1.0% | +5.0% | -4.0% | -0.2% |
| 30D | -0.6% | -0.9% | +0.3% | -1.1% |
| 3M | +1.3% | +38.7% | -37.4% | -7.6% |
| 6M | +18.2% | +54.4% | -36.2% | +3.5% |
| YTD | +16.9% | +44.8% | -27.9% | +3.1% |
| 1Y | +24.0% | +22.5% | +1.5% | +11.5% |
| 3Y | +96.0% | +148.2% | -52.2% | +31.9% |
| 5Y | +95.2% | +268.9% | -173.7% | +12.1% |
| All | +95.2% | +274.2% | -179.0% | +12.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling