+24.0%
QQQM vs TOST
-20.5%
+44.5%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TOST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.5% | +2.3% | -0.1% |
| 7D | +1.0% | -4.7% | +5.7% | +1.4% |
| 30D | -0.6% | -9.1% | +8.4% | +0.1% |
| 3M | +1.3% | +29.8% | -28.5% | -1.3% |
| 6M | +18.2% | +10.0% | +8.1% | +16.5% |
| YTD | +16.9% | -8.6% | +25.5% | +17.5% |
| 1Y | +24.0% | -20.7% | +44.7% | +25.8% |
| All | +24.0% | -20.5% | +44.5% | +25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TOST.
Daily Out/Under-Performance
Portfolio return minus TOST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TOST 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 TOST 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