+95.2%
QQQM vs RACE
+87.3%
+7.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | +0.1% |
| 7D | +1.0% | -2.6% | +3.6% | +2.1% |
| 30D | -0.6% | -1.1% | +0.5% | -0.3% |
| 3M | +1.3% | +12.5% | -11.2% | -3.9% |
| 6M | +18.2% | +17.4% | +0.8% | +9.5% |
| YTD | +16.9% | +10.1% | +6.8% | +10.6% |
| 1Y | +24.0% | -15.1% | +39.2% | +30.5% |
| 3Y | +96.0% | +38.9% | +57.1% | +46.5% |
| 5Y | +95.2% | +90.7% | +4.5% | +16.3% |
| All | +95.2% | +87.3% | +7.9% | +16.3% |
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