+152.5%
QQQM vs PSA
+59.7%
+92.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +2.1% | +0.4% |
| 7D | +1.0% | -2.2% | +3.2% | +1.6% |
| 30D | -0.6% | -9.6% | +8.9% | +2.1% |
| 3M | +1.3% | -7.9% | +9.2% | +3.3% |
| 6M | +18.2% | -2.0% | +20.2% | +18.0% |
| YTD | +16.9% | +15.7% | +1.2% | +10.8% |
| 1Y | +24.0% | +5.8% | +18.3% | +20.6% |
| 3Y | +96.0% | +21.6% | +74.5% | +77.1% |
| 5Y | +95.2% | +13.1% | +82.1% | +82.7% |
| All | +152.5% | +59.7% | +92.8% | +121.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 PSA 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