+152.0%
QQQM vs TER
+346.3%
-194.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.6% | -1.7% | +0.1% |
| 7D | -0.6% | +6.4% | -6.9% | -2.4% |
| 30D | -1.2% | -5.7% | +4.5% | 0.0% |
| 3M | -0.1% | -0.4% | +0.3% | -2.6% |
| 6M | +18.0% | +25.8% | -7.9% | +4.0% |
| YTD | +16.7% | +96.4% | -79.7% | -12.6% |
| 1Y | +23.0% | +229.2% | -206.2% | -24.4% |
| 3Y | +93.3% | +288.1% | -194.8% | +3.4% |
| 5Y | +96.3% | +219.9% | -123.7% | +7.4% |
| All | +152.0% | +346.3% | -194.3% | +14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 TER 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