+96.4%
QQQM vs BLDR
+10.9%
+85.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.4% | -1.5% | +0.3% |
| 7D | -0.6% | -8.2% | +7.7% | +1.4% |
| 30D | -1.2% | -16.6% | +15.4% | +2.9% |
| 3M | -0.1% | -23.2% | +23.1% | +5.3% |
| 6M | +18.0% | -33.7% | +51.7% | +28.1% |
| YTD | +16.7% | -41.3% | +58.0% | +29.5% |
| 1Y | +23.0% | -58.8% | +81.9% | +49.1% |
| 3Y | +93.3% | -57.5% | +150.8% | +116.5% |
| All | +96.4% | +10.9% | +85.5% | +46.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 5y: compounded portfolio wealth divided by compounded BLDR 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…
5y analysis · Full analysis span regression · 6 months rolling