+152.0%
QQQM vs NTR
+129.3%
+22.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +0.9% |
| 7D | -0.6% | -1.3% | +0.7% | -0.4% |
| 30D | -1.2% | +16.8% | -18.0% | -3.4% |
| 3M | -0.1% | +20.7% | -20.8% | -3.0% |
| 6M | +18.0% | +0.5% | +17.4% | +17.3% |
| YTD | +16.7% | +29.2% | -12.5% | +11.1% |
| 1Y | +23.0% | +39.6% | -16.5% | +15.4% |
| 3Y | +93.3% | +37.9% | +55.5% | +79.3% |
| 5Y | +96.3% | +47.1% | +49.2% | +79.3% |
| All | +152.0% | +129.3% | +22.8% | +124.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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