+153.2%
QQQM vs SNAP
-80.1%
+233.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | 0.0% |
| 7D | +1.5% | +1.5% | 0.0% | +1.3% |
| 30D | -0.7% | +1.9% | -2.5% | -1.1% |
| 3M | +0.4% | -3.9% | +4.3% | +0.3% |
| 6M | +20.1% | +5.2% | +14.8% | +17.8% |
| YTD | +17.2% | -32.7% | +49.9% | +21.9% |
| 1Y | +24.7% | -24.8% | +49.5% | +27.2% |
| 3Y | +96.6% | -42.2% | +138.7% | +96.6% |
| 5Y | +95.0% | -92.7% | +187.7% | +128.6% |
| All | +153.2% | -80.1% | +233.3% | +177.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SNAP.
Daily Out/Under-Performance
Portfolio return minus SNAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNAP 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 SNAP 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