+152.0%
QQQM vs SU
+579.7%
-427.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | -0.6% | +2.2% | -2.8% | -0.8% |
| 30D | -1.2% | +8.4% | -9.6% | -2.2% |
| 3M | -0.1% | +12.1% | -12.2% | -1.7% |
| 6M | +18.0% | +19.7% | -1.7% | +14.7% |
| YTD | +16.7% | +58.4% | -41.7% | +9.0% |
| 1Y | +23.0% | +67.2% | -44.2% | +13.9% |
| 3Y | +93.3% | +125.0% | -31.7% | +70.8% |
| 5Y | +96.3% | +355.1% | -258.8% | +67.5% |
| All | +152.0% | +579.7% | -427.6% | +117.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling