+152.5%
QQQM vs BB
+63.2%
+89.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.3% | -0.1% |
| 7D | +1.0% | +1.8% | -0.8% | +0.8% |
| 30D | -0.6% | -12.2% | +11.6% | +0.9% |
| 3M | +1.3% | -12.3% | +13.6% | +2.2% |
| 6M | +18.2% | +122.7% | -104.5% | +5.1% |
| YTD | +16.9% | +104.5% | -87.6% | +5.1% |
| 1Y | +24.0% | +106.7% | -82.6% | +10.9% |
| 3Y | +96.0% | +70.0% | +26.1% | +73.1% |
| 5Y | +95.2% | -27.8% | +123.0% | +78.4% |
| All | +152.5% | +63.2% | +89.4% | +101.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling