+152.0%
QQQM vs BIL
+19.4%
+132.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | -0.6% | +0.1% | -0.6% | -0.5% |
| 30D | -1.2% | +0.3% | -1.5% | -0.9% |
| 3M | -0.1% | +0.9% | -1.0% | +0.8% |
| 6M | +18.0% | +1.8% | +16.1% | +19.2% |
| YTD | +16.7% | +2.5% | +14.2% | +17.9% |
| 1Y | +23.0% | +3.7% | +19.3% | +24.2% |
| 3Y | +93.3% | +14.1% | +79.2% | +68.4% |
| 5Y | +96.3% | +19.5% | +76.8% | +58.9% |
| All | +152.0% | +19.4% | +132.7% | +103.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 10y: compounded portfolio wealth divided by compounded BIL 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…
10y analysis · Full analysis span regression · 6 months rolling