+140.0%
QQQM vs SUI
-2.5%
+142.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.2% | -1.4% |
| 7D | +3.6% | -1.5% | +5.1% | +4.0% |
| 30D | -6.7% | +3.7% | -10.5% | -7.8% |
| 3M | -7.0% | -0.4% | -6.6% | -7.2% |
| 6M | -4.6% | -2.8% | -1.8% | -4.6% |
| YTD | +11.1% | -1.6% | +12.7% | +10.5% |
| 1Y | +12.3% | -2.1% | +14.4% | +11.8% |
| 3Y | +83.6% | +18.5% | +65.2% | +66.3% |
| 5Y | +78.1% | -26.5% | +104.6% | +92.9% |
| All | +140.0% | -2.5% | +142.5% | +140.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling