+152.5%
QQQM vs SNOW
+34.2%
+118.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | 0.0% |
| 7D | +1.0% | +8.4% | -7.4% | -0.8% |
| 30D | -0.6% | -1.0% | +0.3% | -0.8% |
| 3M | +1.3% | +38.3% | -37.0% | -5.3% |
| 6M | +18.2% | +81.3% | -63.1% | +2.6% |
| YTD | +16.9% | +51.1% | -34.2% | +4.9% |
| 1Y | +24.0% | +47.0% | -22.9% | +11.4% |
| 3Y | +96.0% | +99.7% | -3.7% | +57.5% |
| 5Y | +95.2% | +3.6% | +91.6% | +63.2% |
| All | +152.5% | +34.2% | +118.3% | +99.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SNOW.
Daily Out/Under-Performance
Portfolio return minus SNOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNOW 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 SNOW 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