+24.0%
QQQM vs CART
+3.4%
+20.7%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.8% | +2.6% | -0.2% |
| 7D | +1.0% | -9.5% | +10.5% | +1.4% |
| 30D | -0.6% | -7.8% | +7.1% | -0.4% |
| 3M | +1.3% | +10.4% | -9.1% | +0.8% |
| 6M | +18.2% | +20.1% | -1.9% | +17.0% |
| YTD | +16.9% | +3.7% | +13.2% | +16.3% |
| 1Y | +24.0% | +2.6% | +21.5% | +22.0% |
| All | +24.0% | +3.4% | +20.7% | +22.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling