+78.1%
QQQM vs PCG
+10.2%
+67.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.2% | -3.4% | -1.6% |
| 7D | +3.6% | +2.2% | +1.4% | +3.2% |
| 30D | -6.7% | +0.8% | -7.5% | -6.9% |
| 3M | -7.0% | -23.8% | +16.8% | -2.5% |
| 6M | -4.6% | -19.6% | +15.0% | -1.5% |
| YTD | +11.1% | -16.7% | +27.8% | +13.1% |
| 1Y | +12.3% | -19.4% | +31.7% | +15.3% |
| 3Y | +83.6% | -18.3% | +101.9% | +83.1% |
| All | +78.1% | +10.2% | +67.9% | +52.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling