+96.4%
QQQM vs RSG
+89.9%
+6.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.7% |
| 7D | -0.6% | 0.0% | -0.6% | -0.6% |
| 30D | -1.2% | +4.0% | -5.2% | -2.2% |
| 3M | -0.1% | +7.4% | -7.5% | -2.5% |
| 6M | +18.0% | +0.1% | +17.8% | +17.6% |
| YTD | +16.7% | +6.0% | +10.7% | +13.6% |
| 1Y | +23.0% | -3.0% | +26.0% | +24.0% |
| 3Y | +93.3% | +56.5% | +36.8% | +52.5% |
| All | +96.4% | +89.9% | +6.6% | +35.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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