+152.0%
QQQM vs BBY
-1.6%
+153.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.1% | -2.2% | +0.1% |
| 7D | -0.6% | +0.6% | -1.2% | -0.7% |
| 30D | -1.2% | +9.4% | -10.6% | -3.6% |
| 3M | -0.1% | +19.3% | -19.4% | -4.9% |
| 6M | +18.0% | +47.9% | -30.0% | +5.4% |
| YTD | +16.7% | +39.6% | -22.9% | +5.4% |
| 1Y | +23.0% | +22.2% | +0.9% | +15.0% |
| 3Y | +93.3% | +45.0% | +48.4% | +64.4% |
| 5Y | +96.3% | +2.6% | +93.7% | +74.7% |
| All | +152.0% | -1.6% | +153.6% | +125.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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