+93.3%
QQQM vs INTU
-40.3%
+133.6%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.8% | -1.9% | +0.4% |
| 7D | -0.6% | -3.3% | +2.8% | 0.0% |
| 30D | -1.2% | -3.9% | +2.7% | -0.7% |
| 3M | -0.1% | +16.6% | -16.7% | -3.8% |
| 6M | +18.0% | -26.4% | +44.4% | +25.2% |
| YTD | +16.7% | -51.0% | +67.7% | +42.8% |
| 1Y | +23.0% | -50.8% | +73.8% | +49.8% |
| 3Y | +93.3% | -40.1% | +133.4% | +105.3% |
| All | +93.3% | -40.3% | +133.6% | +105.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling