-16.3%
UNH vs QQQM
+94.0%
-110.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.9% | -3.3% | -2.4% |
| 7D | -4.5% | -0.6% | -4.0% | -4.5% |
| 30D | -6.5% | -1.2% | -5.3% | -6.5% |
| 3M | -6.0% | -0.1% | -5.9% | -6.1% |
| 6M | +33.7% | +18.0% | +15.7% | +31.2% |
| YTD | +16.4% | +16.7% | -0.3% | +14.2% |
| 1Y | +10.1% | +23.0% | -13.0% | +7.8% |
| 3Y | -16.3% | +93.3% | -109.6% | -17.3% |
| All | -16.3% | +94.0% | -110.3% | -17.3% |
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