+149.8%
QQQM vs BND
-2.6%
+152.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.4% | -0.5% |
| 7D | -1.3% | -0.9% | -0.3% | -0.5% |
| 30D | -1.4% | -1.0% | -0.4% | -0.6% |
| 3M | +2.2% | -1.2% | +3.4% | +3.3% |
| 6M | +16.9% | -2.0% | +18.9% | +18.9% |
| YTD | +15.7% | -1.2% | +16.8% | +16.9% |
| 1Y | +22.7% | -0.5% | +23.1% | +23.3% |
| 3Y | +93.9% | +12.4% | +81.5% | +74.9% |
| 5Y | +94.6% | -2.5% | +97.0% | +100.9% |
| All | +149.8% | -2.6% | +152.4% | +156.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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