+1,963.7%
STX vs QQQM
+152.5%
+1,811.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.8% | -1.8% |
| 7D | +9.6% | +1.0% | +8.6% | +8.4% |
| 30D | +10.6% | -0.6% | +11.2% | +11.6% |
| 3M | +4.8% | +1.3% | +3.5% | +5.0% |
| 6M | +137.3% | +18.2% | +119.1% | +106.2% |
| YTD | +222.5% | +16.9% | +205.6% | +185.1% |
| 1Y | +366.2% | +24.0% | +342.2% | +293.4% |
| 3Y | +1,352.9% | +96.0% | +1,256.9% | +724.5% |
| 5Y | +1,077.4% | +95.2% | +982.2% | +543.6% |
| All | +1,963.7% | +152.5% | +1,811.2% | +888.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling