+92.9%
QQQ vs BBY
+42.8%
+50.2%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.1% | -2.2% | +0.3% |
| 7D | -0.6% | +0.6% | -1.2% | -0.7% |
| 30D | -1.2% | +9.4% | -10.6% | -3.0% |
| 3M | -0.2% | +19.3% | -19.5% | -3.8% |
| 6M | +17.9% | +47.9% | -30.0% | +8.4% |
| YTD | +16.6% | +39.6% | -22.9% | +8.2% |
| 1Y | +23.0% | +22.2% | +0.8% | +17.3% |
| 3Y | +92.9% | +45.0% | +48.0% | +73.8% |
| All | +92.9% | +42.8% | +50.2% | +73.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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