+149.5%
QQQ vs BAM
+67.8%
+81.6%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | +0.6% |
| 7D | +1.0% | -3.9% | +4.9% | +2.5% |
| 30D | -0.6% | -8.8% | +8.2% | +2.6% |
| 3M | +1.3% | +2.2% | -0.9% | 0.0% |
| 6M | +18.1% | +5.9% | +12.2% | +14.7% |
| YTD | +16.9% | -6.1% | +23.0% | +18.3% |
| 1Y | +24.0% | -11.6% | +35.6% | +28.1% |
| 3Y | +95.6% | +51.7% | +43.9% | +65.7% |
| All | +149.5% | +67.8% | +81.6% | +103.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded BAM 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling