+46.4%
UBER vs QQQM
+94.0%
-47.6%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -1.9% |
| 7D | -5.4% | -0.6% | -4.8% | -5.0% |
| 30D | -4.9% | -1.2% | -3.7% | -4.1% |
| 3M | +3.0% | -0.1% | +3.1% | +2.2% |
| 6M | -4.4% | +18.0% | -22.4% | -19.0% |
| YTD | -12.3% | +16.7% | -29.0% | -25.1% |
| 1Y | -24.3% | +23.0% | -47.3% | -38.5% |
| 3Y | +46.4% | +93.3% | -46.9% | -34.1% |
| All | +46.4% | +94.0% | -47.6% | -34.1% |
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