+96.4%
QQQM vs RRC
+142.3%
-45.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.7% | +2.6% | +1.1% |
| 7D | -0.6% | -2.0% | +1.5% | -0.3% |
| 30D | -1.2% | +2.4% | -3.6% | -1.6% |
| 3M | -0.1% | +8.6% | -8.7% | -1.5% |
| 6M | +18.0% | -1.4% | +19.4% | +17.7% |
| YTD | +16.7% | +17.3% | -0.6% | +13.0% |
| 1Y | +23.0% | +18.1% | +4.9% | +18.7% |
| 3Y | +93.3% | +32.8% | +60.6% | +81.3% |
| All | +96.4% | +142.3% | -45.8% | +70.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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