+1,481.8%
QQQ vs TER
+896.1%
+585.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.4% | +4.2% | +0.6% |
| 7D | +3.6% | +14.4% | -10.7% | -1.3% |
| 30D | -6.7% | -30.6% | +23.8% | +4.4% |
| 3M | -7.0% | -39.2% | +32.2% | +7.4% |
| 6M | -4.7% | -31.3% | +26.6% | +2.0% |
| YTD | +11.1% | +29.1% | -18.0% | -8.6% |
| 1Y | +12.3% | +47.4% | -35.2% | -12.2% |
| 3Y | +83.3% | +191.2% | -107.9% | +3.8% |
| 5Y | +77.5% | +74.0% | +3.5% | +17.1% |
| 10Y | +528.3% | +1,005.1% | -476.8% | +98.3% |
| All | +1,481.8% | +896.1% | +585.7% | +241.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling