+12.3%
QQQM vs RIG
+43.0%
-30.7%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -7.6% | +8.6% | +1.2% |
| 7D | -4.6% | -18.8% | +14.2% | -4.0% |
| 30D | -8.5% | -1.1% | -7.4% | -8.5% |
| 3M | -4.3% | +4.4% | -8.7% | -4.7% |
| 6M | +3.1% | -20.8% | +23.9% | +3.8% |
| YTD | +13.1% | +32.0% | -18.9% | +6.3% |
| 1Y | +12.3% | +39.7% | -27.4% | +3.6% |
| All | +12.3% | +43.0% | -30.7% | +3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 RIG 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