+1,201.9%
BE vs QQQM
+152.0%
+1,050.0%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.9% | +5.8% | +5.1% |
| 7D | +9.0% | -0.6% | +9.6% | +10.3% |
| 30D | +16.3% | -1.2% | +17.5% | +19.2% |
| 3M | +10.8% | -0.1% | +10.9% | +15.5% |
| 6M | +73.2% | +18.0% | +55.2% | +39.9% |
| YTD | +217.4% | +16.7% | +200.7% | +164.8% |
| 1Y | +309.8% | +23.0% | +286.7% | +227.0% |
| 3Y | +1,726.2% | +93.3% | +1,632.8% | +621.6% |
| 5Y | +1,306.2% | +96.3% | +1,209.9% | +487.7% |
| All | +1,201.9% | +152.0% | +1,050.0% | +232.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling