+95.2%
QQQM vs PRU
+43.7%
+51.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | +0.4% |
| 7D | +1.0% | -1.9% | +2.9% | +1.8% |
| 30D | -0.6% | -2.6% | +2.0% | +0.4% |
| 3M | +1.3% | +14.7% | -13.4% | -5.0% |
| 6M | +18.2% | +25.7% | -7.5% | +5.9% |
| YTD | +16.9% | +8.3% | +8.7% | +11.9% |
| 1Y | +24.0% | +17.3% | +6.7% | +13.9% |
| 3Y | +96.0% | +43.2% | +52.9% | +59.0% |
| 5Y | +95.2% | +43.5% | +51.7% | +58.2% |
| All | +95.2% | +43.7% | +51.5% | +58.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling