+152.5%
QQQM vs BUD
+43.7%
+108.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | +0.3% |
| 7D | +1.0% | -1.3% | +2.3% | +1.3% |
| 30D | -0.6% | -6.1% | +5.5% | +0.8% |
| 3M | +1.3% | -3.8% | +5.1% | +2.0% |
| 6M | +18.2% | +8.2% | +10.0% | +15.2% |
| YTD | +16.9% | +23.6% | -6.7% | +9.7% |
| 1Y | +24.0% | +33.4% | -9.4% | +13.8% |
| 3Y | +96.0% | +45.3% | +50.7% | +71.7% |
| 5Y | +95.2% | +44.3% | +50.9% | +68.3% |
| All | +152.5% | +43.7% | +108.8% | +118.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling