+552.9%
QQQ vs T
+71.7%
+481.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.6% | -2.7% | -1.4% |
| 7D | -1.3% | -2.4% | +1.2% | -0.7% |
| 30D | -1.4% | +4.3% | -5.6% | -2.3% |
| 3M | +2.3% | +11.6% | -9.3% | -0.6% |
| 6M | +16.9% | -5.6% | +22.5% | +18.0% |
| YTD | +15.6% | +6.6% | +9.1% | +12.7% |
| 1Y | +22.6% | -8.4% | +31.0% | +24.3% |
| 3Y | +93.5% | +107.8% | -14.3% | +48.5% |
| 5Y | +93.9% | +68.3% | +25.6% | +57.4% |
| All | +552.9% | +71.7% | +481.1% | +423.2% |
Cumulative growth
Daily Returns
Daily percentage return beside T.
Daily Out/Under-Performance
Portfolio return minus T return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × T 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded T 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling