+16.4%
SHOP vs QQQM
+152.0%
-135.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +0.2% |
| 7D | -11.2% | -0.6% | -10.7% | -10.3% |
| 30D | -14.4% | -1.2% | -13.2% | -12.4% |
| 3M | +16.6% | -0.1% | +16.7% | +13.7% |
| 6M | -0.6% | +18.0% | -18.5% | -29.8% |
| YTD | -20.0% | +16.7% | -36.7% | -41.9% |
| 1Y | -11.2% | +23.0% | -34.2% | -41.1% |
| 3Y | +99.5% | +93.3% | +6.1% | -41.6% |
| 5Y | -13.2% | +96.3% | -109.5% | -71.9% |
| All | +16.4% | +152.0% | -135.6% | -74.3% |
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