+22.7%
QQQM vs INTU
-52.8%
+75.4%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -1.1% |
| 7D | -1.3% | -9.2% | +7.9% | -1.2% |
| 30D | -1.4% | -7.0% | +5.7% | -1.3% |
| 3M | +2.2% | +10.5% | -8.4% | +2.1% |
| 6M | +16.9% | -30.6% | +47.5% | +19.8% |
| YTD | +15.7% | -52.3% | +68.0% | +26.5% |
| 1Y | +22.7% | -51.8% | +74.5% | +33.5% |
| All | +22.7% | -52.8% | +75.4% | +33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU 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 INTU 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