+29.3%
UNH vs QQQM
+149.8%
-120.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.1% | -1.0% |
| 7D | -3.2% | -1.3% | -1.9% | -2.9% |
| 30D | -3.5% | -1.4% | -2.1% | -3.2% |
| 3M | -4.2% | +2.2% | -6.3% | -4.8% |
| 6M | +38.3% | +16.9% | +21.4% | +32.9% |
| YTD | +19.2% | +15.7% | +3.5% | +14.8% |
| 1Y | +15.0% | +22.7% | -7.7% | +9.2% |
| 3Y | -14.5% | +93.9% | -108.5% | -28.9% |
| 5Y | +4.6% | +94.6% | -90.0% | -14.2% |
| All | +29.3% | +149.8% | -120.5% | -5.6% |
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