+398.4%
TSM vs QQQM
+92.3%
+306.1%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.6% | -0.1% |
| 7D | +2.6% | -1.3% | +3.9% | +4.5% |
| 30D | +1.4% | -1.4% | +2.8% | +3.5% |
| 3M | +5.0% | +2.2% | +2.8% | +2.6% |
| 6M | +24.0% | +16.9% | +7.1% | +0.7% |
| YTD | +41.6% | +15.7% | +25.9% | +17.0% |
| 1Y | +66.2% | +22.7% | +43.5% | +27.1% |
| All | +398.4% | +92.3% | +306.1% | +123.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling