+558.6%
QQQ vs BB
+1.6%
+557.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.9% | +0.6% |
| 7D | -0.6% | -0.4% | -0.2% | -0.5% |
| 30D | -1.2% | -12.5% | +11.3% | +0.7% |
| 3M | -0.2% | -17.4% | +17.2% | +1.9% |
| 6M | +17.9% | +119.1% | -101.2% | +2.0% |
| YTD | +16.6% | +102.4% | -85.7% | +2.1% |
| 1Y | +23.0% | +98.2% | -75.2% | +7.5% |
| 3Y | +92.9% | +46.9% | +46.0% | +69.3% |
| 5Y | +95.6% | -26.4% | +122.0% | +82.8% |
| All | +558.6% | +1.6% | +557.0% | +382.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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