+14.6%
SHOP vs QQQM
+152.5%
-137.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.3% | -5.2% | -5.0% |
| 7D | -10.6% | +1.0% | -11.6% | -12.1% |
| 30D | -18.3% | -0.6% | -17.7% | -17.2% |
| 3M | +14.8% | +1.3% | +13.5% | +9.0% |
| 6M | -5.0% | +18.2% | -23.2% | -33.1% |
| YTD | -21.2% | +16.9% | -38.2% | -43.0% |
| 1Y | -11.6% | +24.0% | -35.7% | -42.2% |
| 3Y | +101.2% | +96.0% | +5.2% | -42.7% |
| 5Y | -15.7% | +95.2% | -110.9% | -72.4% |
| All | +14.6% | +152.5% | -137.9% | -74.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling