+152.0%
QQQM vs STT
+243.9%
-91.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.2% | +0.5% |
| 7D | -0.6% | -0.4% | -0.1% | -0.4% |
| 30D | -1.2% | +1.7% | -2.9% | -1.8% |
| 3M | -0.1% | +17.9% | -18.0% | -5.7% |
| 6M | +18.0% | +55.3% | -37.3% | +1.1% |
| YTD | +16.7% | +52.7% | -36.0% | +0.4% |
| 1Y | +23.0% | +75.7% | -52.6% | +0.8% |
| 3Y | +93.3% | +197.9% | -104.6% | +31.8% |
| 5Y | +96.3% | +158.8% | -62.5% | +34.0% |
| All | +152.0% | +243.9% | -91.8% | +68.1% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded STT 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling