+22.7%
QQQM vs PCG
-4.6%
+27.3%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.1% | +0.1% | -1.1% |
| 7D | -1.3% | +0.5% | -1.8% | -1.2% |
| 30D | -1.4% | -18.9% | +17.5% | -1.8% |
| 3M | +2.2% | -15.8% | +18.0% | +2.0% |
| 6M | +16.9% | -22.6% | +39.4% | +16.7% |
| YTD | +15.7% | -12.2% | +27.9% | +16.6% |
| 1Y | +22.7% | -7.1% | +29.8% | +24.2% |
| All | +22.7% | -4.6% | +27.3% | +24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 1y: compounded portfolio wealth divided by compounded PCG 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…
1y analysis · Full analysis span regression · 6 months rolling