+1,726.2%
BE vs QQQM
+94.0%
+1,632.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +19.3% |
| 3M | +10.8% | -0.1% | +10.9% | +15.3% |
| 6M | +73.2% | +18.0% | +55.2% | +39.9% |
| YTD | +217.4% | +16.7% | +200.7% | +164.4% |
| 1Y | +309.8% | +23.0% | +286.7% | +229.9% |
| 3Y | +1,726.2% | +93.3% | +1,632.8% | +728.7% |
| All | +1,726.2% | +94.0% | +1,632.1% | +728.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling