+1,171.4%
BE vs QQQM
+152.5%
+1,018.9%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.3% | -2.6% | -2.4% |
| 7D | +23.9% | +1.0% | +22.9% | +22.0% |
| 30D | +27.8% | -0.6% | +28.5% | +29.7% |
| 3M | +3.7% | +1.3% | +2.4% | +5.9% |
| 6M | +78.0% | +18.2% | +59.8% | +43.0% |
| YTD | +209.9% | +16.9% | +193.0% | +157.4% |
| 1Y | +389.6% | +24.0% | +365.6% | +285.5% |
| 3Y | +1,730.6% | +96.0% | +1,634.6% | +606.0% |
| 5Y | +1,227.8% | +95.2% | +1,132.6% | +461.2% |
| All | +1,171.4% | +152.5% | +1,018.9% | +223.1% |
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