+250.7%
TQQQ vs QQQM
+94.0%
+156.7%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.9% | +1.7% | -0.1% |
| 7D | -1.9% | -0.6% | -1.4% | -0.2% |
| 30D | -4.9% | -1.2% | -3.6% | -0.9% |
| 3M | -6.4% | -0.1% | -6.3% | -2.7% |
| 6M | +44.4% | +18.0% | +26.4% | -5.2% |
| YTD | +35.2% | +16.7% | +18.5% | -7.0% |
| 1Y | +49.5% | +23.0% | +26.5% | -10.0% |
| 3Y | +250.7% | +93.3% | +157.4% | -29.5% |
| All | +250.7% | +94.0% | +156.7% | -29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQM.
Daily Out/Under-Performance
Portfolio return minus QQQM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQM 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 QQQM 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