+558.6%
QQQ vs TRU
+147.2%
+411.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.1% | +0.5% |
| 7D | -0.6% | -2.7% | +2.2% | +0.4% |
| 30D | -1.2% | -2.0% | +0.8% | -0.7% |
| 3M | -0.2% | +18.4% | -18.6% | -7.4% |
| 6M | +17.9% | +8.9% | +9.1% | +12.0% |
| YTD | +16.6% | -8.9% | +25.6% | +17.4% |
| 1Y | +23.0% | -15.9% | +38.9% | +26.7% |
| 3Y | +92.9% | -1.1% | +94.0% | +75.8% |
| 5Y | +95.6% | -35.2% | +130.8% | +110.2% |
| All | +558.6% | +147.2% | +411.4% | +338.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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