+95.7%
QQQ vs SU
+348.9%
-253.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | -0.6% | +2.2% | -2.8% | -0.9% |
| 30D | -1.2% | +8.4% | -9.7% | -2.6% |
| 3M | -0.2% | +12.1% | -12.3% | -2.4% |
| 6M | +17.9% | +19.7% | -1.8% | +13.3% |
| YTD | +16.6% | +58.4% | -41.8% | +5.9% |
| 1Y | +23.0% | +67.2% | -44.2% | +10.2% |
| 3Y | +92.9% | +125.0% | -32.1% | +61.2% |
| All | +95.7% | +348.9% | -253.2% | +44.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 5y: compounded portfolio wealth divided by compounded SU 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…
5y analysis · Full analysis span regression · 6 months rolling