+4.5%
QQQM vs TDG
-6.8%
+11.3%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -2.3% | -4.1% | -6.0% |
| 7D | -9.4% | +1.1% | -10.5% | -9.5% |
| 30D | -14.7% | +7.8% | -22.5% | -15.7% |
| 3M | -9.6% | -5.2% | -4.3% | -8.8% |
| 6M | -4.7% | -0.2% | -4.5% | -5.1% |
| YTD | +5.9% | -10.6% | +16.5% | +6.9% |
| 1Y | +4.5% | -6.1% | +10.6% | +5.9% |
| All | +4.5% | -6.8% | +11.3% | +5.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TDG.
Daily Out/Under-Performance
Portfolio return minus TDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDG 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 TDG 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