+11.0%
XLF vs QQQM
+5.3%
+5.7%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -6.3% | +3.5% | -1.6% |
| 7D | +1.0% | -9.4% | +10.4% | +2.9% |
| 30D | +6.5% | -14.7% | +21.1% | +9.8% |
| 3M | -0.5% | -9.6% | +9.0% | +1.3% |
| 6M | +12.2% | -4.7% | +16.9% | +11.0% |
| YTD | +6.3% | +5.9% | +0.4% | -0.8% |
| 1Y | +11.0% | +4.5% | +6.5% | +4.2% |
| All | +11.0% | +5.3% | +5.7% | +4.2% |
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