+82.8%
QQQM vs CART
+137.7%
-54.9%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.6% | +2.9% | +3.4% |
| 7D | -0.3% | +1.5% | -1.9% | -0.5% |
| 30D | -9.7% | +22.4% | -32.1% | -11.7% |
| 3M | -6.0% | +16.5% | -22.5% | -7.7% |
| 6M | -4.3% | +44.9% | -49.2% | -8.7% |
| YTD | +10.9% | +30.0% | -19.1% | +6.9% |
| 1Y | +11.9% | +59.1% | -47.2% | +4.7% |
| All | +82.8% | +137.7% | -54.9% | +62.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling