+93.3%
QQQM vs RIG
-31.7%
+125.0%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.7% | +2.6% | +1.1% |
| 7D | -0.6% | -3.1% | +2.5% | -0.2% |
| 30D | -1.2% | -0.5% | -0.7% | -1.2% |
| 3M | -0.1% | -6.0% | +5.9% | +0.3% |
| 6M | +18.0% | -10.1% | +28.1% | +18.4% |
| YTD | +16.7% | +37.3% | -20.6% | +10.5% |
| 1Y | +23.0% | +73.9% | -50.9% | +12.3% |
| 3Y | +93.3% | -30.2% | +123.5% | +80.2% |
| All | +93.3% | -31.7% | +125.0% | +80.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling