+25.7%
QQQM vs PATH
+39.0%
-13.3%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -16.6% | +16.8% | +1.2% |
| 7D | +0.4% | -16.3% | +16.7% | +1.3% |
| 30D | +0.2% | +9.9% | -9.7% | -0.5% |
| 3M | -2.8% | +30.2% | -33.0% | -4.5% |
| 6M | +18.1% | +37.2% | -19.1% | +15.4% |
| YTD | +17.4% | -7.3% | +24.7% | +17.6% |
| 1Y | +25.7% | +40.0% | -14.3% | +23.9% |
| All | +25.7% | +39.0% | -13.3% | +23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PATH.
Daily Out/Under-Performance
Portfolio return minus PATH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PATH 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 PATH 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