+2.2%
QQQM vs XE
-21.6%
+23.8%
-10.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | XE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -8.2% | +7.2% | -0.3% |
| 7D | -1.3% | -11.4% | +10.2% | -0.2% |
| 30D | -1.4% | -23.0% | +21.6% | +0.9% |
| 3M | +2.2% | -12.1% | +14.3% | +1.8% |
| All | +2.2% | -21.6% | +23.8% | +1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XE.
Daily Out/Under-Performance
Portfolio return minus XE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XE 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 3mo: compounded portfolio wealth divided by compounded XE 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…
3mo analysis · Full analysis span regression · Available span rolling