+22.7%
QQQM vs BABA
-24.7%
+47.3%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | -1.0% |
| 7D | -1.3% | -2.9% | +1.7% | -0.8% |
| 30D | -1.4% | -15.1% | +13.7% | +1.0% |
| 3M | +2.2% | -5.0% | +7.2% | +2.6% |
| 6M | +16.9% | -19.9% | +36.8% | +20.3% |
| YTD | +15.7% | -25.3% | +40.9% | +20.2% |
| 1Y | +22.7% | -23.9% | +46.6% | +30.4% |
| All | +22.7% | -24.7% | +47.3% | +30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BABA.
Daily Out/Under-Performance
Portfolio return minus BABA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BABA 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 BABA 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