+523.2%
SMH vs QQQM
+152.0%
+371.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +0.2% |
| 7D | +0.3% | -0.6% | +0.8% | +1.1% |
| 30D | -2.8% | -1.2% | -1.6% | -1.0% |
| 3M | -6.7% | -0.1% | -6.6% | -5.4% |
| 6M | +41.8% | +18.0% | +23.8% | +15.5% |
| YTD | +57.9% | +16.7% | +41.2% | +31.1% |
| 1Y | +87.6% | +23.0% | +64.6% | +45.8% |
| 3Y | +282.9% | +93.3% | +189.6% | +71.4% |
| 5Y | +330.4% | +96.3% | +234.1% | +95.6% |
| All | +523.2% | +152.0% | +371.2% | +110.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling