+25.7%
QQQM vs BMY
+47.1%
-21.5%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.9% | +2.1% | +0.2% |
| 7D | +0.4% | +0.4% | 0.0% | +0.4% |
| 30D | +0.2% | +5.0% | -4.8% | +0.4% |
| 3M | -2.8% | +19.4% | -22.2% | -2.2% |
| 6M | +18.1% | +9.5% | +8.5% | +19.1% |
| YTD | +17.4% | +28.1% | -10.7% | +18.2% |
| 1Y | +25.7% | +50.0% | -24.3% | +28.0% |
| All | +25.7% | +47.1% | -21.5% | +28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BMY.
Daily Out/Under-Performance
Portfolio return minus BMY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMY 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 1y: compounded portfolio wealth divided by compounded BMY 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…
1y analysis · Full analysis span regression · 6 months rolling