+95.2%
QQQM vs BA
-2.2%
+97.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.0% | +1.8% | +0.4% |
| 7D | +1.0% | -1.2% | +2.2% | +1.4% |
| 30D | -0.6% | -11.3% | +10.7% | +3.0% |
| 3M | +1.3% | -3.8% | +5.1% | +2.1% |
| 6M | +18.2% | -8.3% | +26.4% | +20.4% |
| YTD | +16.9% | -4.9% | +21.8% | +17.4% |
| 1Y | +24.0% | -10.1% | +34.1% | +26.3% |
| 3Y | +96.0% | -2.3% | +98.3% | +87.2% |
| 5Y | +95.2% | -3.5% | +98.7% | +73.7% |
| All | +95.2% | -2.2% | +97.4% | +73.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling