+94.4%
QQQ vs TER
+216.0%
-121.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.2% | -4.3% | -1.3% |
| 7D | +1.5% | +11.0% | -9.4% | -1.6% |
| 30D | -0.6% | -1.9% | +1.2% | -0.6% |
| 3M | +0.4% | -0.7% | +1.1% | -2.1% |
| 6M | +20.1% | +36.4% | -16.3% | +2.9% |
| YTD | +17.2% | +92.4% | -75.2% | -11.9% |
| 1Y | +24.7% | +213.5% | -188.8% | -22.8% |
| 3Y | +96.2% | +277.2% | -181.1% | +3.9% |
| 5Y | +94.4% | +219.1% | -124.7% | +5.1% |
| All | +94.4% | +216.0% | -121.6% | +5.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling