+152.5%
QQQM vs BEN
+96.0%
+56.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.3% | +0.2% |
| 7D | +1.0% | +3.4% | -2.4% | -0.1% |
| 30D | -0.6% | +1.8% | -2.4% | -1.3% |
| 3M | +1.3% | +8.4% | -7.1% | -1.6% |
| 6M | +18.2% | +35.6% | -17.4% | +6.1% |
| YTD | +16.9% | +46.4% | -29.4% | +2.0% |
| 1Y | +24.0% | +46.3% | -22.3% | +7.9% |
| 3Y | +96.0% | +54.6% | +41.4% | +62.3% |
| 5Y | +95.2% | +39.4% | +55.8% | +61.7% |
| All | +152.5% | +96.0% | +56.6% | +104.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling