+152.0%
QQQM vs TRU
-10.3%
+162.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.1% | +0.6% |
| 7D | -0.6% | -2.7% | +2.2% | +0.3% |
| 30D | -1.2% | -2.0% | +0.8% | -0.8% |
| 3M | -0.1% | +18.4% | -18.5% | -6.3% |
| 6M | +18.0% | +8.9% | +9.1% | +12.9% |
| YTD | +16.7% | -8.9% | +25.6% | +17.6% |
| 1Y | +23.0% | -15.9% | +38.9% | +26.7% |
| 3Y | +93.3% | -1.1% | +94.4% | +80.7% |
| 5Y | +96.3% | -35.2% | +131.5% | +108.1% |
| All | +152.0% | -10.3% | +162.3% | +142.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 10y: compounded portfolio wealth divided by compounded TRU 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…
10y analysis · Full analysis span regression · 6 months rolling