+552.9%
QQQ vs BIL
+25.2%
+527.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -1.3% | +0.1% | -1.3% | -1.2% |
| 30D | -1.4% | +0.3% | -1.6% | -1.1% |
| 3M | +2.3% | +0.9% | +1.4% | +3.0% |
| 6M | +16.9% | +1.8% | +15.1% | +18.2% |
| YTD | +15.6% | +2.5% | +13.2% | +17.1% |
| 1Y | +22.6% | +3.7% | +18.9% | +24.5% |
| 3Y | +93.5% | +14.1% | +79.4% | +86.5% |
| 5Y | +93.9% | +19.4% | +74.5% | +82.1% |
| All | +552.9% | +25.2% | +527.6% | +503.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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