+247.9%
SOXX vs QQQM
+95.1%
+152.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.9% | +1.0% | +0.5% |
| 7D | +1.4% | -0.6% | +2.0% | +2.3% |
| 30D | -3.6% | -1.2% | -2.4% | -1.7% |
| 3M | -10.2% | -0.1% | -10.1% | -8.4% |
| 6M | +54.2% | +18.0% | +36.3% | +26.3% |
| YTD | +75.2% | +16.7% | +58.5% | +46.2% |
| 1Y | +107.5% | +23.0% | +84.5% | +62.1% |
| 3Y | +226.8% | +93.3% | +133.4% | +45.8% |
| All | +247.9% | +95.1% | +152.8% | +58.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling