+3.4%
NU vs QQQM
+26.6%
-23.3%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.2% | -2.1% |
| 7D | +7.5% | +0.4% | +7.1% | +7.2% |
| 30D | +6.1% | +0.2% | +5.9% | +6.0% |
| 3M | +26.8% | -2.8% | +29.6% | +29.3% |
| 6M | +2.5% | +18.1% | -15.6% | -17.3% |
| YTD | -8.2% | +17.4% | -25.5% | -25.2% |
| 1Y | +3.4% | +25.7% | -22.3% | -22.6% |
| All | +3.4% | +26.6% | -23.3% | -22.6% |
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