+93.3%
QQQM vs PEG
+31.8%
+61.5%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | -0.6% | -0.9% | +0.3% | -0.4% |
| 30D | -1.2% | -3.7% | +2.5% | -0.4% |
| 3M | -0.1% | -7.3% | +7.2% | +1.3% |
| 6M | +18.0% | -10.5% | +28.4% | +20.5% |
| YTD | +16.7% | -7.5% | +24.2% | +18.0% |
| 1Y | +23.0% | -8.7% | +31.8% | +24.7% |
| 3Y | +93.3% | +31.4% | +62.0% | +84.3% |
| All | +93.3% | +31.8% | +61.5% | +84.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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