+1,569.6%
QQQ vs BWA
+1,625.2%
-55.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.9% | +1.8% | +0.6% |
| 7D | +1.5% | +4.3% | -2.8% | 0.0% |
| 30D | -0.6% | -2.9% | +2.3% | +0.2% |
| 3M | +0.4% | -12.4% | +12.9% | +4.8% |
| 6M | +20.1% | +28.6% | -8.5% | +9.0% |
| YTD | +17.2% | +48.2% | -31.0% | -0.3% |
| 1Y | +24.7% | +50.9% | -26.2% | +4.9% |
| 3Y | +96.2% | +72.2% | +24.0% | +52.8% |
| 5Y | +94.4% | +91.1% | +3.3% | +42.6% |
| 10Y | +556.7% | +144.0% | +412.7% | +302.1% |
| All | +1,569.6% | +1,625.2% | -55.7% | +228.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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