+104.0%
UBER vs QQQM
+149.8%
-45.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.1% | +3.2% | +3.2% |
| 7D | -4.5% | -1.3% | -3.2% | -3.3% |
| 30D | -7.6% | -1.4% | -6.3% | -6.5% |
| 3M | +5.8% | +2.2% | +3.6% | +2.0% |
| 6M | +0.3% | +16.9% | -16.6% | -16.9% |
| YTD | -11.2% | +15.7% | -26.9% | -25.8% |
| 1Y | -23.0% | +22.7% | -45.7% | -39.7% |
| 3Y | +53.6% | +93.9% | -40.3% | -30.2% |
| 5Y | +81.9% | +94.6% | -12.7% | -16.4% |
| All | +104.0% | +149.8% | -45.7% | -25.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling