+152.5%
QQQM vs RIG
+588.0%
-435.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | -0.2% |
| 7D | +1.0% | -8.2% | +9.2% | +1.6% |
| 30D | -0.6% | -0.2% | -0.5% | -0.7% |
| 3M | +1.3% | -2.7% | +4.0% | +1.3% |
| 6M | +18.2% | -7.5% | +25.6% | +18.3% |
| YTD | +16.9% | +38.3% | -21.3% | +13.2% |
| 1Y | +24.0% | +81.8% | -57.8% | +17.2% |
| 3Y | +96.0% | -30.2% | +126.2% | +92.6% |
| 5Y | +95.2% | +59.9% | +35.3% | +79.7% |
| All | +152.5% | +588.0% | -435.4% | +105.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling