+152.5%
QQQM vs TECH
+10.5%
+142.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.2% |
| 7D | +1.0% | -0.1% | +1.1% | +1.0% |
| 30D | -0.6% | +0.3% | -0.9% | -0.7% |
| 3M | +1.3% | +32.9% | -31.6% | -6.6% |
| 6M | +18.2% | +32.1% | -13.9% | +7.6% |
| YTD | +16.9% | +23.4% | -6.5% | +8.0% |
| 1Y | +24.0% | +34.1% | -10.0% | +10.8% |
| 3Y | +96.0% | +2.2% | +93.8% | +82.4% |
| 5Y | +95.2% | -41.8% | +137.0% | +115.5% |
| All | +152.5% | +10.5% | +142.0% | +132.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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