-27.4%
NU vs QQQM
+5.3%
-32.7%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -6.3% | +4.3% | +2.6% |
| 7D | -2.6% | -9.4% | +6.8% | +4.8% |
| 30D | -25.0% | -14.7% | -10.4% | -15.3% |
| 3M | -18.9% | -9.6% | -9.4% | -12.3% |
| 6M | -17.6% | -4.7% | -12.9% | -17.5% |
| YTD | -29.9% | +5.9% | -35.8% | -38.7% |
| 1Y | -27.4% | +4.5% | -31.9% | -36.0% |
| All | -27.4% | +5.3% | -32.7% | -36.0% |
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