+25.7%
QQQM vs REGN
+46.5%
-20.8%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.9% | +2.1% | +0.3% |
| 7D | +0.4% | +4.2% | -3.9% | +0.2% |
| 30D | +0.2% | +7.8% | -7.6% | -0.1% |
| 3M | -2.8% | +31.8% | -34.6% | -4.1% |
| 6M | +18.1% | +5.4% | +12.7% | +18.2% |
| YTD | +17.4% | +7.7% | +9.7% | +17.3% |
| 1Y | +25.7% | +46.7% | -21.0% | +24.4% |
| All | +25.7% | +46.5% | -20.8% | +24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside REGN.
Daily Out/Under-Performance
Portfolio return minus REGN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REGN 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 1y: compounded portfolio wealth divided by compounded REGN 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…
1y analysis · Full analysis span regression · 6 months rolling