+12.3%
QQQM vs SE
-48.0%
+60.3%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.5% | -3.5% | +0.5% |
| 7D | -4.6% | +6.7% | -11.3% | -5.3% |
| 30D | -8.5% | -17.2% | +8.7% | -6.8% |
| 3M | -4.3% | -28.0% | +23.7% | -1.4% |
| 6M | +3.1% | -6.1% | +9.2% | +2.1% |
| YTD | +13.1% | -37.1% | +50.2% | +18.2% |
| 1Y | +12.3% | -48.8% | +61.1% | +22.1% |
| All | +12.3% | -48.0% | +60.3% | +22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 1y: compounded portfolio wealth divided by compounded SE 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…
1y analysis · Full analysis span regression · 6 months rolling