+78.1%
QQQM vs INTU
-43.4%
+121.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.7% | -1.3% |
| 7D | +3.6% | +0.1% | +3.5% | +3.6% |
| 30D | -6.7% | +10.1% | -16.8% | -9.9% |
| 3M | -7.0% | -4.2% | -2.8% | -6.6% |
| 6M | -4.6% | -7.2% | +2.6% | -5.4% |
| YTD | +11.1% | -47.7% | +58.8% | +38.9% |
| 1Y | +12.3% | -46.7% | +59.0% | +38.9% |
| 3Y | +83.6% | -34.1% | +117.7% | +96.7% |
| All | +78.1% | -43.4% | +121.5% | +89.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling