+11.4%
QQQM vs BA
-12.4%
+23.7%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.4% | 0.0% |
| 7D | +6.2% | -0.6% | +6.7% | +6.3% |
| 30D | -7.4% | -8.0% | +0.6% | -6.1% |
| 3M | -4.8% | -25.8% | +21.0% | +0.9% |
| 6M | -2.4% | -27.6% | +25.1% | +3.5% |
| YTD | +12.4% | -21.0% | +33.4% | +15.3% |
| 1Y | +11.4% | -12.3% | +23.6% | +12.5% |
| All | +11.4% | -12.4% | +23.7% | +12.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling