+152.0%
QQQM vs SMTC
+186.8%
-34.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.1% | -4.2% | -0.1% |
| 7D | -0.6% | +13.1% | -13.7% | -3.1% |
| 30D | -1.2% | +19.5% | -20.7% | -5.4% |
| 3M | -0.1% | +2.2% | -2.3% | -2.5% |
| 6M | +18.0% | +94.9% | -76.9% | -0.7% |
| YTD | +16.7% | +127.0% | -110.3% | -5.3% |
| 1Y | +23.0% | +174.6% | -151.5% | -4.9% |
| 3Y | +93.3% | +615.9% | -522.6% | +4.6% |
| 5Y | +96.3% | +125.6% | -29.3% | +52.0% |
| All | +152.0% | +186.8% | -34.8% | +70.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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