+96.4%
QQQM vs TRV
+162.8%
-66.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.1% | -1.2% | +0.5% |
| 7D | -0.6% | +1.9% | -2.5% | -0.9% |
| 30D | -1.2% | +1.7% | -2.9% | -1.5% |
| 3M | -0.1% | +23.9% | -24.0% | -4.4% |
| 6M | +18.0% | +26.3% | -8.3% | +12.2% |
| YTD | +16.7% | +30.8% | -14.1% | +10.0% |
| 1Y | +23.0% | +36.3% | -13.3% | +14.7% |
| 3Y | +93.3% | +145.0% | -51.7% | +51.8% |
| All | +96.4% | +162.8% | -66.4% | +51.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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