+96.1%
SHOP vs QQQM
+92.3%
+3.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +0.9% | +1.5% |
| 7D | -13.2% | -1.3% | -12.0% | -11.5% |
| 30D | -17.0% | -1.4% | -15.7% | -15.2% |
| 3M | +17.0% | +2.2% | +14.8% | +10.3% |
| 6M | -2.1% | +16.9% | -19.0% | -27.7% |
| YTD | -21.4% | +15.7% | -37.0% | -40.4% |
| 1Y | -11.0% | +22.7% | -33.6% | -38.4% |
| All | +96.1% | +92.3% | +3.8% | -40.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling