+69.5%
T vs QQQM
+95.1%
-25.5%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.9% | +1.1% | +1.9% |
| 7D | +1.5% | -0.6% | +2.0% | +1.5% |
| 30D | +7.5% | -1.2% | +8.7% | +7.5% |
| 3M | +14.8% | -0.1% | +14.9% | +14.7% |
| 6M | -1.7% | +18.0% | -19.7% | -3.5% |
| YTD | +8.7% | +16.7% | -8.0% | +6.8% |
| 1Y | -7.5% | +23.0% | -30.5% | -9.8% |
| 3Y | +110.2% | +93.3% | +16.9% | +85.4% |
| All | +69.5% | +95.1% | -25.5% | +35.8% |
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 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