+95.2%
QQQM vs PDD
-22.9%
+118.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.2% | -0.1% |
| 7D | +1.0% | -4.4% | +5.4% | +1.5% |
| 30D | -0.6% | -15.5% | +14.8% | +1.3% |
| 3M | +1.3% | -4.1% | +5.4% | +1.6% |
| 6M | +18.2% | -23.4% | +41.6% | +21.6% |
| YTD | +16.9% | -30.7% | +47.6% | +21.6% |
| 1Y | +24.0% | -37.6% | +61.7% | +30.6% |
| 3Y | +96.0% | -17.5% | +113.6% | +93.7% |
| 5Y | +95.2% | -24.6% | +119.8% | +83.5% |
| All | +95.2% | -22.9% | +118.1% | +83.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PDD.
Daily Out/Under-Performance
Portfolio return minus PDD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PDD 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 PDD 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