+88.5%
V vs QQQM
+153.2%
-64.7%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.6% | -1.7% |
| 7D | -1.1% | +1.5% | -2.6% | -1.8% |
| 30D | +1.9% | -0.7% | +2.5% | +2.2% |
| 3M | +15.5% | +0.4% | +15.1% | +14.5% |
| 6M | +16.6% | +20.1% | -3.4% | +4.1% |
| YTD | +5.7% | +17.2% | -11.5% | -4.4% |
| 1Y | +8.6% | +24.7% | -16.2% | -5.7% |
| 3Y | +52.5% | +96.6% | -44.0% | -1.0% |
| 5Y | +67.1% | +95.0% | -27.9% | +5.8% |
| All | +88.5% | +153.2% | -64.7% | +3.7% |
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