0.0%
SHOP vs QQQM
+26.6%
-26.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.7% |
| 7D | -5.1% | +0.4% | -5.5% | -5.4% |
| 30D | +0.6% | +0.2% | +0.3% | +0.5% |
| 3M | +25.0% | -2.8% | +27.8% | +29.6% |
| 6M | +11.9% | +18.1% | -6.2% | -18.7% |
| YTD | -9.9% | +17.4% | -27.2% | -32.9% |
| 1Y | 0.0% | +25.7% | -25.7% | -40.1% |
| All | 0.0% | +26.6% | -26.7% | -40.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling