+75.6%
BAC vs QQQM
+92.2%
-16.6%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | +0.4% |
| 7D | -0.3% | -1.3% | +1.0% | +0.4% |
| 30D | -1.8% | -1.4% | -0.4% | -1.1% |
| 3M | +15.3% | +2.2% | +13.1% | +13.2% |
| 6M | +30.2% | +16.9% | +13.3% | +17.4% |
| YTD | +15.6% | +15.7% | -0.1% | +4.9% |
| 1Y | +27.5% | +22.7% | +4.8% | +11.4% |
| 3Y | +137.0% | +93.9% | +43.1% | +56.2% |
| 5Y | +75.6% | +94.6% | -19.0% | +8.5% |
| All | +75.6% | +92.2% | -16.6% | +8.5% |
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 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