+142.9%
QQQM vs BA
+3.7%
+139.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.4% | +0.2% |
| 7D | +6.2% | -0.6% | +6.7% | +6.3% |
| 30D | -7.4% | -8.0% | +0.6% | -5.6% |
| 3M | -4.8% | -25.8% | +21.0% | +2.6% |
| 6M | -2.4% | -27.6% | +25.1% | +5.4% |
| YTD | +12.4% | -21.0% | +33.4% | +18.1% |
| 1Y | +11.4% | -12.3% | +23.6% | +13.5% |
| 3Y | +85.4% | -12.8% | +98.1% | +82.9% |
| 5Y | +80.3% | -22.4% | +102.6% | +71.9% |
| All | +142.9% | +3.7% | +139.1% | +129.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 BA 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