+93.3%
QQQM vs BX
+25.1%
+68.3%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.5% | -1.6% | +0.1% |
| 7D | -0.6% | -5.6% | +5.0% | +1.2% |
| 30D | -1.2% | -12.2% | +11.0% | +2.8% |
| 3M | -0.1% | +7.4% | -7.5% | -2.9% |
| 6M | +18.0% | +22.2% | -4.2% | +9.0% |
| YTD | +16.7% | -14.0% | +30.7% | +21.4% |
| 1Y | +23.0% | -27.3% | +50.3% | +35.9% |
| 3Y | +93.3% | +24.5% | +68.8% | +75.3% |
| All | +93.3% | +25.1% | +68.3% | +75.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BX.
Daily Out/Under-Performance
Portfolio return minus BX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BX 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 3y: compounded portfolio wealth divided by compounded BX 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…
3y analysis · Full analysis span regression · 6 months rolling