+93.3%
QQQM vs ZBRA
+35.9%
+57.4%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -1.0% | +0.4% |
| 7D | -0.6% | -3.4% | +2.8% | +0.3% |
| 30D | -1.2% | -7.4% | +6.2% | +0.6% |
| 3M | -0.1% | +57.5% | -57.6% | -12.2% |
| 6M | +18.0% | +64.0% | -46.0% | +1.8% |
| YTD | +16.7% | +44.3% | -27.6% | +3.5% |
| 1Y | +23.0% | +10.9% | +12.2% | +17.6% |
| 3Y | +93.3% | +37.5% | +55.8% | +72.9% |
| All | +93.3% | +35.9% | +57.4% | +72.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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