+4.5%
QQQM vs TRI
-16.8%
+21.3%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +0.8% | -7.1% | -6.3% |
| 7D | -9.4% | +1.5% | -10.9% | -9.3% |
| 30D | -14.7% | +20.4% | -35.1% | -14.3% |
| 3M | -9.6% | +20.6% | -30.1% | -9.0% |
| 6M | -4.7% | +25.5% | -30.2% | -3.0% |
| YTD | +5.9% | -7.1% | +13.0% | +11.0% |
| 1Y | +4.5% | -14.7% | +19.2% | +10.9% |
| All | +4.5% | -16.8% | +21.3% | +10.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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