+558.6%
QQQ vs BN
+265.2%
+293.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.4% | +0.7% |
| 7D | -0.6% | -5.2% | +4.6% | +1.9% |
| 30D | -1.2% | -14.5% | +13.3% | +6.3% |
| 3M | -0.2% | -15.0% | +14.8% | +7.6% |
| 6M | +17.9% | -5.4% | +23.3% | +20.2% |
| YTD | +16.6% | -16.4% | +33.1% | +25.5% |
| 1Y | +23.0% | -16.2% | +39.2% | +31.8% |
| 3Y | +92.9% | +67.5% | +25.4% | +43.8% |
| 5Y | +95.6% | +34.1% | +61.5% | +59.9% |
| All | +558.6% | +265.2% | +293.4% | +236.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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