+11.6%
QQQM vs MRSH
+18.1%
-6.5%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.3% | -2.4% | +1.9% |
| 7D | -4.6% | +9.4% | -14.0% | -2.0% |
| 30D | -8.5% | +23.4% | -31.9% | -2.8% |
| 3M | -4.3% | +9.9% | -14.2% | -1.4% |
| 6M | +3.1% | +26.0% | -23.0% | +10.5% |
| YTD | +13.1% | +15.2% | -2.2% | +19.8% |
| All | +11.6% | +18.1% | -6.5% | +19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 MRSH 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