+1,833.8%
STX vs QQQM
+152.0%
+1,681.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.9% | -4.6% | -4.7% |
| 7D | -2.3% | -0.6% | -1.7% | -1.7% |
| 30D | -5.5% | -1.2% | -4.3% | -4.1% |
| 3M | -4.3% | -0.1% | -4.2% | -2.9% |
| 6M | +115.6% | +18.0% | +97.7% | +87.8% |
| YTD | +202.2% | +16.7% | +185.5% | +167.7% |
| 1Y | +325.3% | +23.0% | +302.3% | +261.5% |
| 3Y | +1,283.9% | +93.3% | +1,190.6% | +695.0% |
| 5Y | +1,048.3% | +96.3% | +952.0% | +526.1% |
| All | +1,833.8% | +152.0% | +1,681.8% | +827.6% |
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