-2.7%
SMCI vs QQQM
+26.6%
-29.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.2% | +4.4% | +4.1% |
| 7D | +6.8% | +0.4% | +6.4% | +5.8% |
| 30D | +30.6% | +0.2% | +30.3% | +30.7% |
| 3M | -15.6% | -2.8% | -12.8% | -6.7% |
| 6M | +21.3% | +18.1% | +3.2% | -13.0% |
| YTD | +35.3% | +17.4% | +17.9% | -2.3% |
| 1Y | -2.7% | +25.7% | -28.4% | -36.3% |
| All | -2.7% | +26.6% | -29.4% | -36.3% |
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 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