+96.4%
QQQM vs BBWI
-67.2%
+163.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +6.4% | -5.5% | -0.3% |
| 7D | -0.6% | -4.8% | +4.3% | +0.3% |
| 30D | -1.2% | +3.5% | -4.7% | -2.2% |
| 3M | -0.1% | -0.3% | +0.2% | -0.9% |
| 6M | +18.0% | -5.4% | +23.3% | +17.2% |
| YTD | +16.7% | -4.7% | +21.4% | +15.0% |
| 1Y | +23.0% | -30.5% | +53.5% | +28.2% |
| 3Y | +93.3% | -44.3% | +137.7% | +101.1% |
| All | +96.4% | -67.2% | +163.6% | +138.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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