+23.0%
QQQM vs TER
+222.9%
-199.9%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.6% | -1.7% | +0.5% |
| 7D | -0.6% | +6.4% | -6.9% | -1.6% |
| 30D | -1.2% | -5.7% | +4.5% | -0.5% |
| 3M | -0.1% | -0.4% | +0.3% | -1.3% |
| 6M | +18.0% | +25.8% | -7.9% | +11.0% |
| YTD | +16.7% | +96.4% | -79.7% | +2.5% |
| 1Y | +23.0% | +229.2% | -206.2% | +2.2% |
| All | +23.0% | +222.9% | -199.9% | +2.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling