+552.9%
QQQ vs TER
+1,841.7%
-1,288.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.5% | +2.5% | +0.1% |
| 7D | -1.3% | +9.4% | -10.6% | -4.2% |
| 30D | -1.4% | -2.4% | +1.1% | -1.2% |
| 3M | +2.3% | +6.5% | -4.3% | -3.0% |
| 6M | +16.9% | +23.2% | -6.3% | +2.3% |
| YTD | +15.6% | +91.5% | -75.8% | -15.0% |
| 1Y | +22.6% | +214.8% | -192.2% | -26.6% |
| 3Y | +93.5% | +275.3% | -181.8% | +0.5% |
| 5Y | +93.9% | +211.9% | -118.0% | +3.5% |
| All | +552.9% | +1,841.7% | -1,288.9% | +70.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling