+91.6%
QQQM vs TER
+270.5%
-178.9%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.5% | +2.4% | -0.3% |
| 7D | -1.3% | +9.4% | -10.6% | -3.3% |
| 30D | -1.4% | -2.4% | +1.1% | -1.2% |
| 3M | +2.2% | +6.5% | -4.4% | -1.3% |
| 6M | +16.9% | +23.2% | -6.3% | +6.9% |
| YTD | +15.7% | +91.5% | -75.8% | -6.7% |
| 1Y | +22.7% | +214.8% | -192.1% | -15.0% |
| All | +91.6% | +270.5% | -178.9% | +17.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling