+96.4%
QQQM vs SHW
+11.4%
+85.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -1.0% | +0.2% |
| 7D | -0.6% | -3.1% | +2.5% | +0.6% |
| 30D | -1.2% | -10.0% | +8.8% | +2.7% |
| 3M | -0.1% | +2.3% | -2.4% | -1.6% |
| 6M | +18.0% | +0.7% | +17.3% | +16.5% |
| YTD | +16.7% | +0.5% | +16.2% | +14.9% |
| 1Y | +23.0% | -11.5% | +34.5% | +27.4% |
| 3Y | +93.3% | +21.3% | +72.0% | +72.3% |
| All | +96.4% | +11.4% | +85.0% | +73.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SHW.
Daily Out/Under-Performance
Portfolio return minus SHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHW 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 SHW 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