+108.4%
RSP vs QQQM
+152.0%
-43.6%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.3% |
| 7D | -1.9% | -0.6% | -1.3% | -1.6% |
| 30D | -2.8% | -1.2% | -1.6% | -2.2% |
| 3M | +2.8% | -0.1% | +2.9% | +2.5% |
| 6M | +10.2% | +18.0% | -7.8% | -0.2% |
| YTD | +13.1% | +16.7% | -3.6% | +3.0% |
| 1Y | +14.8% | +23.0% | -8.3% | +1.2% |
| 3Y | +52.6% | +93.3% | -40.7% | +2.5% |
| 5Y | +51.6% | +96.3% | -44.7% | -3.1% |
| All | +108.4% | +152.0% | -43.6% | +22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQM.
Daily Out/Under-Performance
Portfolio return minus QQQM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQM 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 QQQM 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