+153.2%
QQQM vs BIL
+19.3%
+133.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +1.5% | +0.1% | +1.4% | +1.6% |
| 30D | -0.7% | +0.3% | -0.9% | -0.4% |
| 3M | +0.4% | +0.9% | -0.5% | +1.3% |
| 6M | +20.1% | +1.8% | +18.2% | +21.3% |
| YTD | +17.2% | +2.5% | +14.8% | +18.4% |
| 1Y | +24.7% | +3.7% | +21.1% | +25.9% |
| 3Y | +96.6% | +14.1% | +82.5% | +71.4% |
| 5Y | +95.0% | +19.4% | +75.6% | +58.4% |
| All | +153.2% | +19.3% | +133.9% | +104.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling