+152.0%
QQQM vs SSNC
+34.4%
+117.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +0.1% |
| 7D | -0.6% | -4.0% | +3.5% | +1.3% |
| 30D | -1.2% | +0.5% | -1.7% | -1.6% |
| 3M | -0.1% | +18.9% | -19.0% | -9.0% |
| 6M | +18.0% | +10.8% | +7.1% | +10.9% |
| YTD | +16.7% | -7.1% | +23.8% | +20.2% |
| 1Y | +23.0% | -9.6% | +32.7% | +28.3% |
| 3Y | +93.3% | +51.1% | +42.3% | +45.8% |
| 5Y | +96.3% | +19.7% | +76.6% | +69.9% |
| All | +152.0% | +34.4% | +117.6% | +96.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 10y: compounded portfolio wealth divided by compounded SSNC 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…
10y analysis · Full analysis span regression · 6 months rolling