-11.2%
SHOP vs QQQM
+23.2%
-34.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +0.8% |
| 7D | -11.2% | -0.6% | -10.7% | -10.7% |
| 30D | -14.4% | -1.2% | -13.2% | -13.2% |
| 3M | +16.6% | -0.1% | +16.7% | +15.5% |
| 6M | -0.6% | +18.0% | -18.5% | -28.0% |
| YTD | -20.0% | +16.7% | -36.7% | -40.1% |
| 1Y | -11.2% | +23.0% | -34.2% | -40.6% |
| All | -11.2% | +23.2% | -34.4% | -40.6% |
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