+12.3%
QQQ vs TER
+42.7%
-30.4%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -6.8% | +7.8% | +2.2% |
| 7D | -4.6% | -19.9% | +15.2% | -0.9% |
| 30D | -8.5% | -43.5% | +35.0% | +0.9% |
| 3M | -4.3% | -37.8% | +33.5% | +3.2% |
| 6M | +3.1% | -25.6% | +28.6% | +6.5% |
| YTD | +13.0% | +29.8% | -16.8% | +2.4% |
| 1Y | +12.3% | +43.2% | -30.9% | -1.1% |
| All | +12.3% | +42.7% | -30.4% | -1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 TER 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