+34.0%
XLK vs QQQM
+17.7%
+16.3%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +0.2% |
| 7D | +0.2% | -0.6% | +0.8% | +1.0% |
| 30D | -0.6% | -1.2% | +0.6% | +1.0% |
| 3M | +2.6% | -0.1% | +2.7% | +2.9% |
| 6M | +34.0% | +18.0% | +16.0% | +11.2% |
| All | +34.0% | +17.7% | +16.3% | +11.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling