+152.5%
QQQM vs BLDR
+78.9%
+73.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.9% | +1.6% | +0.2% |
| 7D | +1.0% | -2.7% | +3.7% | +1.6% |
| 30D | -0.6% | -14.7% | +14.1% | +2.7% |
| 3M | +1.3% | -20.8% | +22.1% | +5.8% |
| 6M | +18.2% | -35.3% | +53.5% | +28.6% |
| YTD | +16.9% | -40.3% | +57.3% | +28.7% |
| 1Y | +24.0% | -56.3% | +80.3% | +46.6% |
| 3Y | +96.0% | -56.1% | +152.1% | +118.1% |
| 5Y | +95.2% | +12.9% | +82.3% | +59.7% |
| All | +152.5% | +78.9% | +73.6% | +90.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling