+94.6%
QQQM vs BUD
+44.8%
+49.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -1.0% |
| 7D | -1.3% | -3.2% | +1.9% | -0.4% |
| 30D | -1.4% | -3.7% | +2.3% | -0.5% |
| 3M | +2.2% | -4.4% | +6.6% | +3.1% |
| 6M | +16.9% | +7.7% | +9.2% | +13.7% |
| YTD | +15.7% | +23.1% | -7.4% | +7.9% |
| 1Y | +22.7% | +33.6% | -11.0% | +11.4% |
| 3Y | +93.9% | +44.7% | +49.2% | +66.4% |
| 5Y | +94.6% | +44.9% | +49.6% | +62.3% |
| All | +94.6% | +44.8% | +49.8% | +62.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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