+78.9%
UBER vs QQQM
+95.1%
-16.2%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -2.1% |
| 7D | -5.4% | -0.6% | -4.8% | -4.9% |
| 30D | -4.9% | -1.2% | -3.7% | -3.9% |
| 3M | +3.0% | -0.1% | +3.1% | +1.9% |
| 6M | -4.4% | +18.0% | -22.4% | -21.7% |
| YTD | -12.3% | +16.7% | -29.0% | -27.5% |
| 1Y | -24.3% | +23.0% | -47.3% | -41.1% |
| 3Y | +46.4% | +93.3% | -46.9% | -34.4% |
| All | +78.9% | +95.1% | -16.2% | -16.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling