+110.9%
QQQM vs PATH
-79.9%
+190.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.4% | -0.1% | +1.9% |
| 7D | -0.2% | -2.7% | +2.5% | +0.3% |
| 30D | -7.5% | -1.4% | -6.1% | -7.3% |
| 3M | -3.8% | -16.4% | +12.6% | -1.6% |
| 6M | -3.0% | +23.3% | -26.3% | -8.1% |
| YTD | +12.8% | -19.8% | +32.6% | +14.3% |
| 1Y | +11.6% | -8.6% | +20.2% | +9.3% |
| 3Y | +85.9% | -24.0% | +110.0% | +76.9% |
| 5Y | +82.7% | -77.1% | +159.8% | +85.7% |
| All | +110.9% | -79.9% | +190.9% | +115.6% |
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