+78.1%
QQQM vs PATH
-75.6%
+153.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.5% | -1.4% |
| 7D | +3.6% | +2.1% | +1.5% | +3.2% |
| 30D | -6.7% | +1.6% | -8.3% | -7.0% |
| 3M | -7.0% | -20.4% | +13.4% | -3.8% |
| 6M | -4.6% | +40.1% | -44.7% | -12.1% |
| YTD | +11.1% | -19.0% | +30.1% | +12.4% |
| 1Y | +12.3% | -5.8% | +18.1% | +9.2% |
| 3Y | +83.6% | -22.9% | +106.6% | +73.1% |
| All | +78.1% | -75.6% | +153.7% | +90.0% |
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