+93.3%
QQQM vs BB
+64.9%
+28.4%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +0.6% |
| 7D | -0.6% | -0.4% | -0.2% | -0.5% |
| 30D | -1.2% | -12.5% | +11.3% | +0.5% |
| 3M | -0.1% | -17.4% | +17.3% | +1.8% |
| 6M | +18.0% | +119.1% | -101.2% | +3.9% |
| YTD | +16.7% | +102.4% | -85.7% | +3.8% |
| 1Y | +23.0% | +98.2% | -75.1% | +9.3% |
| 3Y | +93.3% | +46.9% | +46.4% | +58.2% |
| All | +93.3% | +64.9% | +28.4% | +58.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 3y: compounded portfolio wealth divided by compounded BB 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…
3y analysis · Full analysis span regression · 6 months rolling