+140.0%
QQQM vs PRU
+142.7%
-2.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -1.5% |
| 7D | +3.6% | +3.6% | 0.0% | +2.4% |
| 30D | -6.7% | +8.9% | -15.6% | -9.4% |
| 3M | -7.0% | +0.2% | -7.2% | -7.3% |
| 6M | -4.6% | +23.7% | -28.3% | -11.7% |
| YTD | +11.1% | +13.7% | -2.7% | +5.5% |
| 1Y | +12.3% | +20.6% | -8.3% | +4.4% |
| 3Y | +83.6% | +56.3% | +27.3% | +55.0% |
| 5Y | +78.1% | +42.3% | +35.8% | +53.0% |
| All | +140.0% | +142.7% | -2.8% | +111.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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