+152.5%
QQQM vs PFGC
+146.5%
+6.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | 0.0% |
| 7D | +1.0% | -3.7% | +4.7% | +1.9% |
| 30D | -0.6% | -16.0% | +15.3% | +3.6% |
| 3M | +1.3% | -4.1% | +5.4% | +1.9% |
| 6M | +18.2% | +8.7% | +9.5% | +14.8% |
| YTD | +16.9% | +6.4% | +10.6% | +13.7% |
| 1Y | +24.0% | -8.4% | +32.4% | +25.2% |
| 3Y | +96.0% | +61.8% | +34.3% | +69.3% |
| 5Y | +95.2% | +108.7% | -13.5% | +57.9% |
| All | +152.5% | +146.5% | +6.1% | +103.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 PFGC 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