+96.4%
QQQM vs BB
-26.5%
+122.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +1.2% |
| 3M | -0.1% | -17.4% | +17.3% | +2.4% |
| 6M | +18.0% | +119.1% | -101.2% | -2.2% |
| YTD | +16.7% | +102.4% | -85.7% | -1.8% |
| 1Y | +23.0% | +98.2% | -75.1% | +3.2% |
| 3Y | +93.3% | +46.9% | +46.4% | +65.8% |
| All | +96.4% | -26.5% | +122.9% | +86.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling