+93.7%
QQQM vs PCG
-15.4%
+109.1%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.3% | +4.0% | +0.1% |
| 7D | +1.0% | +6.5% | -5.4% | +0.4% |
| 30D | -0.6% | -16.7% | +16.1% | +0.7% |
| 3M | +1.3% | -14.2% | +15.5% | +2.2% |
| 6M | +18.2% | -21.5% | +39.6% | +20.6% |
| YTD | +16.9% | -11.2% | +28.1% | +17.2% |
| 1Y | +24.0% | -4.2% | +28.3% | +22.4% |
| All | +93.7% | -15.4% | +109.1% | +90.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling