+12.3%
QQQM vs SU
+88.1%
-75.8%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.5% | +5.5% | +0.4% |
| 7D | -4.6% | -7.1% | +2.5% | -5.4% |
| 30D | -8.5% | +4.8% | -13.3% | -7.8% |
| 3M | -4.3% | +12.5% | -16.8% | -2.7% |
| 6M | +3.1% | +6.5% | -3.4% | +4.5% |
| YTD | +13.1% | +65.8% | -52.7% | +14.5% |
| 1Y | +12.3% | +86.2% | -73.9% | +13.6% |
| All | +12.3% | +88.1% | -75.8% | +13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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