+360.5%
BE vs QQQM
+26.6%
+333.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.2% | +7.2% | +6.8% |
| 7D | +20.0% | +0.4% | +19.6% | +18.6% |
| 30D | +7.9% | +0.2% | +7.7% | +7.4% |
| 3M | -13.2% | -2.8% | -10.4% | -1.6% |
| 6M | +53.5% | +18.1% | +35.4% | -7.4% |
| YTD | +191.0% | +17.4% | +173.7% | +80.3% |
| 1Y | +360.5% | +25.7% | +334.9% | +137.8% |
| All | +360.5% | +26.6% | +333.9% | +137.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling