+152.0%
QQQM vs U
-52.4%
+204.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.5% | -3.6% | +0.1% |
| 7D | -0.6% | +5.5% | -6.1% | -1.5% |
| 30D | -1.2% | -1.3% | +0.1% | -1.1% |
| 3M | -0.1% | +64.6% | -64.7% | -8.5% |
| 6M | +18.0% | +119.4% | -101.4% | +2.4% |
| YTD | +16.7% | -0.5% | +17.2% | +13.2% |
| 1Y | +23.0% | +1.3% | +21.8% | +17.9% |
| 3Y | +93.3% | +15.6% | +77.7% | +69.9% |
| 5Y | +96.3% | -67.5% | +163.7% | +92.2% |
| All | +152.0% | -52.4% | +204.4% | +122.2% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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