+93.3%
QQQM vs TRU
-1.3%
+94.6%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.1% | +0.7% |
| 7D | -0.6% | -2.7% | +2.2% | 0.0% |
| 30D | -1.2% | -2.0% | +0.8% | -0.9% |
| 3M | -0.1% | +18.4% | -18.5% | -4.4% |
| 6M | +18.0% | +8.9% | +9.1% | +14.5% |
| YTD | +16.7% | -8.9% | +25.6% | +17.6% |
| 1Y | +23.0% | -15.9% | +38.9% | +26.1% |
| 3Y | +93.3% | -1.1% | +94.4% | +96.1% |
| All | +93.3% | -1.3% | +94.6% | +96.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling