+96.6%
QQQM vs SUI
+12.1%
+84.5%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | 0.0% |
| 7D | +1.5% | -3.1% | +4.6% | +1.7% |
| 30D | -0.7% | -2.3% | +1.7% | -0.5% |
| 3M | +0.4% | -2.8% | +3.3% | +0.5% |
| 6M | +20.1% | -12.4% | +32.4% | +21.6% |
| YTD | +17.2% | -3.3% | +20.5% | +17.2% |
| 1Y | +24.7% | -5.8% | +30.6% | +25.1% |
| 3Y | +96.6% | +12.5% | +84.1% | +90.7% |
| All | +96.6% | +12.1% | +84.5% | +90.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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