+153.2%
QQQM vs PTC
+51.5%
+101.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.5% | +5.4% | +1.8% |
| 7D | +1.5% | -12.8% | +14.3% | +6.4% |
| 30D | -0.7% | -9.8% | +9.1% | +2.7% |
| 3M | +0.4% | -2.1% | +2.5% | -0.4% |
| 6M | +20.1% | -18.1% | +38.2% | +27.5% |
| YTD | +17.2% | -23.5% | +40.7% | +27.6% |
| 1Y | +24.7% | -37.4% | +62.1% | +47.4% |
| 3Y | +96.6% | -7.2% | +103.8% | +89.8% |
| 5Y | +95.0% | +2.7% | +92.4% | +74.5% |
| All | +153.2% | +51.5% | +101.7% | +91.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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