+95.0%
QQQM vs TPG
+74.1%
+20.9%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.6% | -0.7% | +0.3% |
| 7D | -0.6% | -9.4% | +8.9% | +2.8% |
| 30D | -1.2% | -5.3% | +4.1% | +0.3% |
| 3M | -0.1% | +12.9% | -13.0% | -4.8% |
| 6M | +18.0% | +20.1% | -2.1% | +9.3% |
| YTD | +16.7% | -22.5% | +39.2% | +25.5% |
| 1Y | +23.0% | -19.7% | +42.7% | +29.8% |
| 3Y | +93.3% | +81.2% | +12.1% | +42.6% |
| All | +95.0% | +74.1% | +20.9% | +36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 TPG 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