+107.4%
QQQM vs PATH
-80.2%
+187.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.2% | +3.6% | +3.5% |
| 7D | -0.3% | -2.7% | +2.4% | +0.1% |
| 30D | -9.7% | -3.7% | -5.9% | -9.1% |
| 3M | -6.0% | -13.8% | +7.7% | -4.4% |
| 6M | -4.3% | +20.3% | -24.6% | -9.0% |
| YTD | +10.9% | -20.8% | +31.7% | +12.6% |
| 1Y | +11.9% | -9.2% | +21.1% | +9.7% |
| 3Y | +86.9% | -21.8% | +108.6% | +76.6% |
| 5Y | +77.5% | -77.4% | +154.9% | +80.8% |
| All | +107.4% | -80.2% | +187.6% | +112.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling