+22.0%
QQQM vs STRL
+59.7%
-37.7%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.1% | +1.0% | -0.8% |
| 7D | -1.3% | +5.4% | -6.7% | -1.9% |
| 30D | -1.4% | -9.0% | +7.6% | -0.4% |
| 3M | +2.2% | -37.1% | +39.2% | +7.0% |
| 6M | +16.9% | +17.8% | -0.9% | +11.0% |
| YTD | +15.7% | +58.3% | -42.7% | +4.0% |
| All | +22.0% | +59.7% | -37.7% | +10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside STRL.
Daily Out/Under-Performance
Portfolio return minus STRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STRL 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 STRL 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