+83.6%
QQQM vs B
+163.8%
-80.2%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -1.1% |
| 7D | +3.6% | -7.3% | +10.9% | +4.9% |
| 30D | -6.7% | -3.3% | -3.4% | -6.3% |
| 3M | -7.0% | -7.8% | +0.7% | -6.1% |
| 6M | -4.6% | -15.5% | +10.9% | -2.7% |
| YTD | +11.1% | -12.3% | +23.3% | +11.9% |
| 1Y | +12.3% | +5.4% | +6.9% | +10.0% |
| 3Y | +83.6% | +165.5% | -81.9% | +58.0% |
| All | +83.6% | +163.8% | -80.2% | +58.0% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 3y: compounded portfolio wealth divided by compounded B 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…
3y analysis · Full analysis span regression · 6 months rolling