+143.6%
QQQM vs MSFU
+71.2%
+72.3%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.4% | -1.2% |
| 7D | -1.3% | -6.9% | +5.7% | +0.6% |
| 30D | -1.4% | -5.1% | +3.8% | -0.2% |
| 3M | +2.2% | +44.6% | -42.5% | -9.9% |
| 6M | +16.9% | +32.8% | -15.9% | +4.0% |
| YTD | +15.7% | -10.1% | +25.7% | +15.8% |
| 1Y | +22.7% | -19.4% | +42.1% | +27.2% |
| 3Y | +93.9% | +26.2% | +67.7% | +57.5% |
| All | +143.6% | +71.2% | +72.3% | +68.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling