+542.4%
QQQ vs TER
+1,060.7%
-518.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.4% | -0.1% |
| 7D | +6.4% | +24.0% | -17.6% | -0.9% |
| 30D | -7.5% | -30.6% | +23.2% | +2.9% |
| 3M | -4.8% | -34.5% | +29.7% | +6.4% |
| 6M | -2.5% | -26.4% | +23.9% | +1.6% |
| YTD | +12.4% | +36.4% | -24.0% | -9.6% |
| 1Y | +11.3% | +47.4% | -36.1% | -13.3% |
| 3Y | +85.0% | +202.6% | -117.6% | +0.1% |
| 5Y | +79.6% | +83.9% | -4.2% | +13.2% |
| All | +542.4% | +1,060.7% | -518.2% | +99.3% |
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