+152.0%
QQQM vs PSLV
+143.0%
+9.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.8% |
| 7D | -0.6% | -3.5% | +2.9% | 0.0% |
| 30D | -1.2% | -2.1% | +0.9% | -1.0% |
| 3M | -0.1% | -1.6% | +1.5% | -0.1% |
| 6M | +18.0% | -25.5% | +43.5% | +22.2% |
| YTD | +16.7% | -11.4% | +28.1% | +14.7% |
| 1Y | +23.0% | +48.6% | -25.5% | +9.0% |
| 3Y | +93.3% | +166.9% | -73.5% | +51.4% |
| 5Y | +96.3% | +152.4% | -56.1% | +51.2% |
| All | +152.0% | +143.0% | +9.0% | +91.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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