+96.4%
QQQM vs TXT
+14.1%
+82.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.3% | -1.4% | -0.1% |
| 7D | -0.6% | +2.4% | -3.0% | -1.6% |
| 30D | -1.2% | -8.9% | +7.7% | +2.8% |
| 3M | -0.1% | -13.6% | +13.5% | +6.0% |
| 6M | +18.0% | -13.1% | +31.1% | +24.3% |
| YTD | +16.7% | -7.0% | +23.7% | +18.3% |
| 1Y | +23.0% | -1.4% | +24.5% | +20.9% |
| 3Y | +93.3% | +6.9% | +86.4% | +75.0% |
| All | +96.4% | +14.1% | +82.3% | +66.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT 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 TXT 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