+152.5%
QQQM vs TRMB
+10.4%
+142.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +2.1% | +0.7% |
| 7D | +1.0% | -2.9% | +3.9% | +2.3% |
| 30D | -0.6% | -1.8% | +1.1% | -0.1% |
| 3M | +1.3% | +8.4% | -7.1% | -3.1% |
| 6M | +18.2% | -18.5% | +36.7% | +27.8% |
| YTD | +16.9% | -26.7% | +43.7% | +32.2% |
| 1Y | +24.0% | -28.3% | +52.3% | +41.1% |
| 3Y | +96.0% | +12.6% | +83.4% | +74.7% |
| 5Y | +95.2% | -38.7% | +133.9% | +124.5% |
| All | +152.5% | +10.4% | +142.2% | +135.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling