+96.4%
QQQM vs ITUB
+186.2%
-89.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.8% |
| 7D | -0.6% | +2.2% | -2.8% | -1.0% |
| 30D | -1.2% | +12.6% | -13.8% | -3.6% |
| 3M | -0.1% | +6.4% | -6.5% | -1.5% |
| 6M | +18.0% | +0.6% | +17.4% | +17.3% |
| YTD | +16.7% | +18.8% | -2.2% | +12.3% |
| 1Y | +23.0% | +31.0% | -8.0% | +16.0% |
| 3Y | +93.3% | +118.1% | -24.7% | +64.6% |
| All | +96.4% | +186.2% | -89.7% | +57.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ITUB.
Daily Out/Under-Performance
Portfolio return minus ITUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITUB 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 ITUB 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