+145.7%
QQQM vs MSFU
+73.2%
+72.6%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.3% | +0.6% |
| 7D | -0.6% | -1.8% | +1.2% | -0.1% |
| 30D | -1.2% | +0.5% | -1.7% | -1.5% |
| 3M | -0.1% | +51.9% | -52.0% | -13.1% |
| 6M | +18.0% | +35.0% | -17.0% | +4.5% |
| YTD | +16.7% | -9.0% | +25.7% | +16.5% |
| 1Y | +23.0% | -18.8% | +41.9% | +27.4% |
| 3Y | +93.3% | +25.5% | +67.8% | +57.6% |
| All | +145.7% | +73.2% | +72.6% | +69.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 10y: compounded portfolio wealth divided by compounded MSFU 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…
10y analysis · Full analysis span regression · 6 months rolling