+93.3%
QQQM vs TRMB
+12.4%
+80.9%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.6% | +0.4% |
| 7D | -0.6% | -3.0% | +2.5% | +0.4% |
| 30D | -1.2% | +2.3% | -3.5% | -2.1% |
| 3M | -0.1% | +15.3% | -15.4% | -5.3% |
| 6M | +18.0% | -14.7% | +32.7% | +23.8% |
| YTD | +16.7% | -26.4% | +43.1% | +28.9% |
| 1Y | +23.0% | -30.4% | +53.4% | +38.5% |
| 3Y | +93.3% | +13.5% | +79.8% | +86.5% |
| All | +93.3% | +12.4% | +80.9% | +86.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 3y: compounded portfolio wealth divided by compounded TRMB 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…
3y analysis · Full analysis span regression · 6 months rolling