+50.7%
XLE vs QQQM
+23.2%
+27.5%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | +0.5% |
| 7D | +1.7% | -0.6% | +2.3% | +1.5% |
| 30D | +6.7% | -1.2% | +7.9% | +6.4% |
| 3M | +14.9% | -0.1% | +15.0% | +14.9% |
| 6M | +15.9% | +18.0% | -2.1% | +20.4% |
| YTD | +47.7% | +16.7% | +31.0% | +52.9% |
| 1Y | +50.7% | +23.0% | +27.7% | +62.4% |
| All | +50.7% | +23.2% | +27.5% | +62.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling