+152.0%
QQQM vs TEL
+117.2%
+34.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.6% | -2.7% | -1.0% |
| 7D | -0.6% | +1.6% | -2.2% | -1.4% |
| 30D | -1.2% | -0.7% | -0.5% | -1.1% |
| 3M | -0.1% | +2.4% | -2.5% | -1.9% |
| 6M | +18.0% | +4.1% | +13.8% | +13.1% |
| YTD | +16.7% | -5.8% | +22.5% | +17.2% |
| 1Y | +23.0% | +0.9% | +22.2% | +17.9% |
| 3Y | +93.3% | +72.6% | +20.7% | +29.7% |
| 5Y | +96.3% | +57.5% | +38.7% | +35.8% |
| All | +152.0% | +117.2% | +34.8% | +52.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 10y: compounded portfolio wealth divided by compounded TEL 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…
10y analysis · Full analysis span regression · 6 months rolling