+153.5%
QQQM vs PCG
+39.9%
+113.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.4% | -2.2% | -0.2% |
| 7D | +0.4% | -13.9% | +14.2% | +2.5% |
| 30D | +0.2% | -16.9% | +17.1% | +3.0% |
| 3M | -2.8% | -14.7% | +11.9% | -0.8% |
| 6M | +18.1% | -23.8% | +41.9% | +23.2% |
| YTD | +17.4% | -10.5% | +27.9% | +18.0% |
| 1Y | +25.7% | -5.1% | +30.8% | +24.3% |
| 3Y | +94.1% | -11.6% | +105.7% | +92.2% |
| 5Y | +94.9% | +59.0% | +35.8% | +70.7% |
| All | +153.5% | +39.9% | +113.6% | +121.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling