+91.6%
QQQM vs SE
+175.6%
-83.9%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.1% | -0.9% |
| 7D | -1.3% | -4.8% | +3.5% | -0.5% |
| 30D | -1.4% | -18.1% | +16.8% | +1.8% |
| 3M | +2.2% | +30.6% | -28.5% | -3.1% |
| 6M | +16.9% | +20.8% | -3.9% | +11.8% |
| YTD | +15.7% | -15.6% | +31.2% | +17.4% |
| 1Y | +22.7% | -44.2% | +66.9% | +34.0% |
| All | +91.6% | +175.6% | -83.9% | +64.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling