+152.5%
QQQM vs RRC
+417.2%
-264.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.2% |
| 7D | +1.0% | -1.7% | +2.8% | +1.2% |
| 30D | -0.6% | +3.6% | -4.2% | -1.0% |
| 3M | +1.3% | +8.8% | -7.5% | +0.3% |
| 6M | +18.2% | +0.8% | +17.4% | +17.7% |
| YTD | +16.9% | +19.0% | -2.0% | +14.4% |
| 1Y | +24.0% | +22.9% | +1.1% | +20.7% |
| 3Y | +96.0% | +32.3% | +63.7% | +88.5% |
| 5Y | +95.2% | +151.6% | -56.4% | +82.9% |
| All | +152.5% | +417.2% | -264.7% | +140.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling