+70.4%
QQQM vs PATH
-76.8%
+147.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.3% | +1.3% |
| 7D | -5.0% | -5.3% | +0.4% | -4.0% |
| 30D | -13.4% | -0.5% | -12.8% | -13.3% |
| 3M | -8.1% | -7.1% | -0.9% | -7.7% |
| 6M | -5.4% | +23.8% | -29.3% | -10.9% |
| YTD | +7.2% | -20.7% | +27.9% | +8.9% |
| 1Y | +7.8% | -8.1% | +15.9% | +5.3% |
| 3Y | +81.2% | -21.8% | +103.0% | +70.0% |
| All | +70.4% | -76.8% | +147.2% | +80.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling