+80.3%
QQQM vs RACE
+62.4%
+17.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.5% | +2.2% | +0.7% |
| 7D | +6.2% | -4.0% | +10.2% | +7.9% |
| 30D | -7.4% | +3.5% | -11.0% | -8.8% |
| 3M | -4.8% | -0.4% | -4.4% | -4.9% |
| 6M | -2.4% | +23.2% | -25.6% | -11.2% |
| YTD | +12.4% | +11.0% | +1.5% | +5.9% |
| 1Y | +11.4% | -2.2% | +13.6% | +10.9% |
| 3Y | +85.4% | +22.5% | +62.8% | +50.5% |
| 5Y | +80.3% | +63.2% | +17.1% | +14.9% |
| All | +80.3% | +62.4% | +17.9% | +14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 5y: compounded portfolio wealth divided by compounded RACE 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…
5y analysis · Full analysis span regression · 6 months rolling