+100.3%
QQQM vs BTDR
+15.3%
+85.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -6.5% | +5.4% | -0.7% |
| 7D | -1.3% | -3.2% | +1.9% | -1.1% |
| 30D | -1.4% | +32.7% | -34.0% | -3.2% |
| 3M | +2.2% | -28.4% | +30.6% | +3.3% |
| 6M | +16.9% | +51.7% | -34.8% | +12.9% |
| YTD | +15.7% | +2.9% | +12.8% | +13.5% |
| 1Y | +22.7% | -15.5% | +38.1% | +20.3% |
| 3Y | +93.9% | 0.0% | +93.9% | +80.3% |
| 5Y | +94.6% | +16.5% | +78.1% | +75.6% |
| All | +100.3% | +15.3% | +85.0% | +80.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 BTDR 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