+96.4%
QQQM vs BN
+33.2%
+63.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.4% | +0.7% |
| 7D | -0.6% | -5.2% | +4.6% | +2.1% |
| 30D | -1.2% | -14.5% | +13.3% | +6.7% |
| 3M | -0.1% | -15.0% | +14.9% | +8.1% |
| 6M | +18.0% | -5.4% | +23.4% | +20.3% |
| YTD | +16.7% | -16.4% | +33.1% | +25.9% |
| 1Y | +23.0% | -16.2% | +39.3% | +32.1% |
| 3Y | +93.3% | +67.5% | +25.8% | +38.9% |
| All | +96.4% | +33.2% | +63.3% | +60.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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