+93.3%
QQQM vs U
+14.9%
+78.4%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.5% | -3.6% | +0.3% |
| 7D | -0.6% | +5.5% | -6.1% | -1.3% |
| 30D | -1.2% | -1.3% | +0.1% | -1.1% |
| 3M | -0.1% | +64.6% | -64.7% | -6.8% |
| 6M | +18.0% | +119.4% | -101.4% | +5.5% |
| YTD | +16.7% | -0.5% | +17.2% | +14.3% |
| 1Y | +23.0% | +1.3% | +21.8% | +19.4% |
| 3Y | +93.3% | +15.6% | +77.7% | +69.5% |
| All | +93.3% | +14.9% | +78.4% | +69.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling