+152.5%
QQQM vs BIDU
-28.0%
+180.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.2% |
| 7D | +1.0% | -2.4% | +3.5% | +1.4% |
| 30D | -0.6% | -16.0% | +15.3% | +2.2% |
| 3M | +1.3% | -24.0% | +25.3% | +5.9% |
| 6M | +18.2% | -24.9% | +43.0% | +23.2% |
| YTD | +16.9% | -29.6% | +46.5% | +22.8% |
| 1Y | +24.0% | -15.2% | +39.2% | +25.1% |
| 3Y | +96.0% | -32.2% | +128.2% | +100.4% |
| 5Y | +95.2% | -43.8% | +139.0% | +96.7% |
| All | +152.5% | -28.0% | +180.5% | +137.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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