+69.6%
V vs QQQM
+92.2%
-22.6%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.0% | +0.5% |
| 7D | -3.0% | -1.3% | -1.8% | -2.4% |
| 30D | +1.2% | -1.4% | +2.6% | +1.8% |
| 3M | +13.9% | +2.2% | +11.7% | +11.8% |
| 6M | +17.2% | +16.9% | +0.4% | +6.1% |
| YTD | +5.3% | +15.7% | -10.3% | -4.2% |
| 1Y | +9.5% | +22.7% | -13.2% | -4.1% |
| 3Y | +51.9% | +93.9% | -42.0% | -1.3% |
| 5Y | +69.6% | +94.6% | -25.0% | +6.0% |
| All | +69.6% | +92.2% | -22.6% | +6.0% |
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