+149.8%
QQQM vs BA
+23.9%
+126.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | -0.9% |
| 7D | -1.3% | -2.7% | +1.5% | -0.5% |
| 30D | -1.4% | -12.2% | +10.8% | +2.1% |
| 3M | +2.2% | -2.0% | +4.2% | +2.4% |
| 6M | +16.9% | -6.0% | +22.8% | +18.1% |
| YTD | +15.7% | -5.7% | +21.3% | +16.4% |
| 1Y | +22.7% | -10.0% | +32.7% | +24.6% |
| 3Y | +93.9% | -3.1% | +97.0% | +86.9% |
| 5Y | +94.6% | -2.6% | +97.2% | +76.8% |
| All | +149.8% | +23.9% | +126.0% | +125.8% |
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