+146.9%
QQQM vs MSFU
+72.2%
+74.6%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.3% | +2.2% | +0.5% |
| 7D | +1.5% | -3.2% | +4.7% | +2.3% |
| 30D | -0.7% | -3.1% | +2.5% | -0.1% |
| 3M | +0.4% | +35.3% | -34.8% | -9.5% |
| 6M | +20.1% | +31.6% | -11.5% | +7.2% |
| YTD | +17.2% | -9.5% | +26.8% | +17.2% |
| 1Y | +24.7% | -18.4% | +43.2% | +28.8% |
| 3Y | +96.6% | +26.9% | +69.6% | +59.3% |
| All | +146.9% | +72.2% | +74.6% | +70.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling