+93.3%
QQQM vs BEN
+51.0%
+42.4%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | -0.6% | -3.1% | +2.5% | +0.4% |
| 30D | -1.2% | +0.2% | -1.4% | -1.3% |
| 3M | -0.1% | +6.8% | -6.9% | -2.2% |
| 6M | +18.0% | +38.1% | -20.1% | +6.6% |
| YTD | +16.7% | +44.3% | -27.7% | +3.9% |
| 1Y | +23.0% | +42.6% | -19.5% | +9.7% |
| 3Y | +93.3% | +52.3% | +41.0% | +63.3% |
| All | +93.3% | +51.0% | +42.4% | +63.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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