+119.5%
QQQM vs PATH
-76.8%
+196.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -16.6% | +16.8% | +3.1% |
| 7D | +0.4% | -16.3% | +16.7% | +3.2% |
| 30D | +0.2% | +9.9% | -9.7% | -2.0% |
| 3M | -2.8% | +30.2% | -33.0% | -8.2% |
| 6M | +18.1% | +37.2% | -19.1% | +9.5% |
| YTD | +17.4% | -7.3% | +24.7% | +16.3% |
| 1Y | +25.7% | +40.0% | -14.3% | +12.3% |
| 3Y | +94.1% | -4.4% | +98.5% | +76.4% |
| 5Y | +94.9% | -76.0% | +170.9% | +94.2% |
| All | +119.5% | -76.8% | +196.3% | +119.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling