+534.7%
QQQ vs BUD
-2.1%
+536.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.3% | -1.5% |
| 7D | +3.6% | +1.0% | +2.6% | +3.3% |
| 30D | -6.7% | +6.7% | -13.4% | -8.7% |
| 3M | -7.0% | +5.7% | -12.7% | -8.8% |
| 6M | -4.7% | +5.8% | -10.5% | -6.9% |
| YTD | +11.1% | +34.4% | -23.3% | +0.6% |
| 1Y | +12.3% | +33.3% | -21.0% | +1.8% |
| 3Y | +83.3% | +48.8% | +34.5% | +57.7% |
| 5Y | +77.5% | +52.5% | +24.9% | +49.4% |
| All | +534.7% | -2.1% | +536.8% | +469.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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