+96.4%
QQQM vs TSN
-17.2%
+113.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.1% | +0.8% |
| 7D | -0.6% | +3.0% | -3.6% | -0.9% |
| 30D | -1.2% | -4.2% | +3.0% | -0.8% |
| 3M | -0.1% | -3.9% | +3.8% | +0.1% |
| 6M | +18.0% | -9.8% | +27.8% | +18.9% |
| YTD | +16.7% | -7.3% | +24.0% | +17.0% |
| 1Y | +23.0% | -2.2% | +25.3% | +22.0% |
| 3Y | +93.3% | +11.9% | +81.5% | +82.7% |
| All | +96.4% | -17.2% | +113.6% | +116.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TSN.
Daily Out/Under-Performance
Portfolio return minus TSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TSN 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 TSN 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