+96.4%
QQQM vs TRI
-10.0%
+106.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +0.5% |
| 7D | -0.6% | -7.9% | +7.3% | +1.2% |
| 30D | -1.2% | -4.5% | +3.3% | -0.5% |
| 3M | -0.1% | +22.1% | -22.2% | -6.8% |
| 6M | +18.0% | -2.8% | +20.7% | +17.5% |
| YTD | +16.7% | -23.4% | +40.1% | +28.6% |
| 1Y | +23.0% | -41.5% | +64.6% | +55.4% |
| 3Y | +93.3% | -19.2% | +112.5% | +85.6% |
| All | +96.4% | -10.0% | +106.4% | +60.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling