-8.8%
SMCI vs QQQM
+23.2%
-32.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.9% | +6.4% | +5.0% |
| 7D | +1.3% | -0.6% | +1.9% | +2.9% |
| 30D | +6.6% | -1.2% | +7.8% | +10.5% |
| 3M | +25.4% | -0.1% | +25.5% | +26.5% |
| 6M | +26.1% | +18.0% | +8.2% | -9.0% |
| YTD | +37.0% | +16.7% | +20.3% | +0.5% |
| 1Y | -8.8% | +23.0% | -31.8% | -40.5% |
| All | -8.8% | +23.2% | -32.0% | -40.5% |
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