+1,569.6%
QQQ vs BEN
+584.5%
+985.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | 0.0% |
| 7D | +1.5% | +4.7% | -3.2% | -0.5% |
| 30D | -0.6% | +2.6% | -3.3% | -1.8% |
| 3M | +0.4% | +11.5% | -11.1% | -4.4% |
| 6M | +20.1% | +35.3% | -15.3% | +4.7% |
| YTD | +17.2% | +48.6% | -31.4% | -2.1% |
| 1Y | +24.7% | +46.7% | -22.0% | +4.4% |
| 3Y | +96.2% | +57.0% | +39.2% | +54.0% |
| 5Y | +94.4% | +41.8% | +52.6% | +56.2% |
| 10Y | +556.7% | +55.2% | +501.5% | +357.2% |
| All | +1,569.6% | +584.5% | +985.1% | +382.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded BEN 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling