+149.8%
QQQM vs PRU
+132.8%
+17.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -1.8% | -1.3% |
| 7D | -1.3% | -3.8% | +2.6% | 0.0% |
| 30D | -1.4% | -2.0% | +0.7% | -0.7% |
| 3M | +2.2% | +14.0% | -11.8% | -2.5% |
| 6M | +16.9% | +27.2% | -10.4% | +7.1% |
| YTD | +15.7% | +9.1% | +6.6% | +11.6% |
| 1Y | +22.7% | +18.1% | +4.6% | +14.8% |
| 3Y | +93.9% | +44.3% | +49.7% | +68.1% |
| 5Y | +94.6% | +45.7% | +48.8% | +69.5% |
| All | +149.8% | +132.8% | +17.1% | +123.4% |
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