+153.5%
QQQM vs BA
+28.4%
+125.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | 0.0% |
| 7D | +0.4% | +1.2% | -0.8% | +0.1% |
| 30D | +0.2% | -11.6% | +11.9% | +3.6% |
| 3M | -2.8% | -2.4% | -0.4% | -2.4% |
| 6M | +18.1% | -6.6% | +24.7% | +19.4% |
| YTD | +17.4% | -2.2% | +19.6% | +17.0% |
| 1Y | +25.7% | -8.0% | +33.7% | +26.9% |
| 3Y | +94.1% | -5.0% | +99.1% | +88.2% |
| 5Y | +94.9% | -2.7% | +97.6% | +76.1% |
| All | +153.5% | +28.4% | +125.1% | +127.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling