+152.0%
QQQM vs BRKR
+25.3%
+126.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +0.9% |
| 7D | -0.6% | -8.7% | +8.1% | +1.3% |
| 30D | -1.2% | -9.9% | +8.6% | +0.9% |
| 3M | -0.1% | -3.1% | +3.0% | -1.2% |
| 6M | +18.0% | +45.5% | -27.5% | +4.6% |
| YTD | +16.7% | +13.7% | +3.0% | +9.3% |
| 1Y | +23.0% | +67.4% | -44.4% | +3.2% |
| 3Y | +93.3% | -13.2% | +106.6% | +83.3% |
| 5Y | +96.3% | -39.5% | +135.8% | +100.7% |
| All | +152.0% | +25.3% | +126.7% | +105.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 10y: compounded portfolio wealth divided by compounded BRKR 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…
10y analysis · Full analysis span regression · 6 months rolling