+93.3%
QQQM vs TE
-26.8%
+120.2%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.8% |
| 7D | -0.6% | +0.2% | -0.8% | -0.6% |
| 30D | -1.2% | -5.9% | +4.7% | -1.0% |
| 3M | -0.1% | -45.6% | +45.5% | +2.6% |
| 6M | +18.0% | -43.4% | +61.3% | +19.7% |
| YTD | +16.7% | -31.0% | +47.7% | +16.5% |
| 1Y | +23.0% | +145.2% | -122.2% | +13.0% |
| 3Y | +93.3% | -24.1% | +117.4% | +89.8% |
| All | +93.3% | -26.8% | +120.2% | +89.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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