+41.5%
NU vs QQQM
+85.3%
-43.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.9% | -3.6% | -3.7% |
| 7D | -4.9% | -0.6% | -4.3% | -4.3% |
| 30D | +7.8% | -1.2% | +9.0% | +9.4% |
| 3M | +20.9% | -0.1% | +21.0% | +19.8% |
| 6M | +0.9% | +18.0% | -17.1% | -19.7% |
| YTD | -12.7% | +16.7% | -29.4% | -29.4% |
| 1Y | -6.4% | +23.0% | -29.4% | -29.5% |
| 3Y | +98.1% | +93.3% | +4.8% | -19.6% |
| All | +41.5% | +85.3% | -43.8% | -31.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling