+4.5%
QQQM vs TNA
+18.5%
-14.0%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -13.6% | +7.3% | -2.5% |
| 7D | -9.4% | -14.0% | +4.6% | -5.6% |
| 30D | -14.7% | -12.5% | -2.2% | -11.6% |
| 3M | -9.6% | -28.8% | +19.3% | -1.1% |
| 6M | -4.7% | -18.4% | +13.7% | +0.3% |
| YTD | +5.9% | +15.1% | -9.2% | +1.6% |
| 1Y | +4.5% | +14.7% | -10.2% | -0.1% |
| All | +4.5% | +18.5% | -14.0% | -0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TNA.
Daily Out/Under-Performance
Portfolio return minus TNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TNA 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 TNA 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