+93.3%
QQQM vs PSX
+133.1%
-39.7%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.8% |
| 7D | -0.6% | +1.7% | -2.3% | -0.8% |
| 30D | -1.2% | +15.6% | -16.8% | -3.4% |
| 3M | -0.1% | +46.5% | -46.6% | -6.1% |
| 6M | +18.0% | +55.0% | -37.1% | +9.2% |
| YTD | +16.7% | +105.3% | -88.6% | +1.0% |
| 1Y | +23.0% | +101.6% | -78.6% | +6.6% |
| 3Y | +93.3% | +134.1% | -40.8% | +53.3% |
| All | +93.3% | +133.1% | -39.7% | +53.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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