+97.1%
QQQM vs CART
+11.0%
+86.1%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.8% | +2.6% | 0.0% |
| 7D | +1.0% | -9.5% | +10.5% | +2.1% |
| 30D | -0.6% | -7.8% | +7.1% | +0.2% |
| 3M | +1.3% | +10.4% | -9.1% | -0.1% |
| 6M | +18.2% | +20.1% | -1.9% | +15.0% |
| YTD | +16.9% | +3.7% | +13.2% | +15.7% |
| 1Y | +24.0% | +2.6% | +21.5% | +22.5% |
| All | +97.1% | +11.0% | +86.1% | +81.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CART.
Daily Out/Under-Performance
Portfolio return minus CART return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CART 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 CART 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