+23.0%
QQQM vs SPOT
-25.0%
+48.1%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.9% |
| 7D | -0.6% | -3.1% | +2.5% | -0.5% |
| 30D | -1.2% | +7.4% | -8.6% | -1.5% |
| 3M | -0.1% | +8.2% | -8.3% | -0.5% |
| 6M | +18.0% | +2.2% | +15.7% | +18.0% |
| YTD | +16.7% | -9.5% | +26.2% | +19.4% |
| 1Y | +23.0% | -23.8% | +46.9% | +28.4% |
| All | +23.0% | -25.0% | +48.1% | +28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 1y: compounded portfolio wealth divided by compounded SPOT 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…
1y analysis · Full analysis span regression · 6 months rolling