+149.8%
QQQM vs SPXS
-94.0%
+243.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.9% | -2.9% | -0.3% |
| 7D | -1.3% | +6.4% | -7.6% | +1.4% |
| 30D | -1.4% | +6.0% | -7.3% | +1.3% |
| 3M | +2.2% | -11.6% | +13.8% | -1.8% |
| 6M | +16.9% | -28.7% | +45.6% | +4.4% |
| YTD | +15.7% | -26.3% | +41.9% | +5.5% |
| 1Y | +22.7% | -34.9% | +57.6% | +7.4% |
| 3Y | +93.9% | -79.5% | +173.4% | +20.3% |
| 5Y | +94.6% | -85.9% | +180.5% | +27.1% |
| All | +149.8% | -94.0% | +243.8% | +22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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