-37.6%
SMCI vs QQQM
+11.6%
-49.1%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +1.0% | -6.7% | -8.1% |
| 7D | -17.3% | -4.6% | -12.7% | -6.7% |
| 30D | -31.5% | -8.5% | -23.0% | -13.0% |
| 3M | -6.6% | -4.3% | -2.3% | +6.9% |
| 6M | +6.0% | +3.1% | +2.9% | +4.9% |
| YTD | +1.1% | +13.1% | -11.9% | -18.8% |
| 1Y | -37.6% | +12.3% | -49.9% | -49.1% |
| All | -37.6% | +11.6% | -49.1% | -49.1% |
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