-0.5%
UNH vs QQQM
+95.1%
-95.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.9% | -3.3% | -2.5% |
| 7D | -4.5% | -0.6% | -4.0% | -4.4% |
| 30D | -6.5% | -1.2% | -5.3% | -6.3% |
| 3M | -6.0% | -0.1% | -5.9% | -6.1% |
| 6M | +33.7% | +18.0% | +15.7% | +28.4% |
| YTD | +16.4% | +16.7% | -0.3% | +12.0% |
| 1Y | +10.1% | +23.0% | -13.0% | +4.8% |
| 3Y | -16.3% | +93.3% | -109.6% | -29.8% |
| All | -0.5% | +95.1% | -95.6% | -18.3% |
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 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