+149.8%
QQQM vs TGT
+12.2%
+137.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.1% | +0.1% | -0.8% |
| 7D | -1.3% | -5.0% | +3.8% | -0.1% |
| 30D | -1.4% | +3.0% | -4.4% | -2.2% |
| 3M | +2.2% | +22.6% | -20.4% | -3.2% |
| 6M | +16.9% | +31.2% | -14.3% | +8.6% |
| YTD | +15.7% | +63.7% | -48.0% | +1.3% |
| 1Y | +22.7% | +78.5% | -55.8% | +4.7% |
| 3Y | +93.9% | +40.5% | +53.4% | +66.7% |
| 5Y | +94.6% | -25.6% | +120.1% | +99.4% |
| All | +149.8% | +12.2% | +137.7% | +129.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 all: compounded portfolio wealth divided by compounded TGT 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…
all analysis · Full analysis span regression · 6 months rolling