+83.6%
QQQM vs IBB
+86.1%
-2.5%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.0% |
| 7D | +3.6% | -0.5% | +4.1% | +3.9% |
| 30D | -6.7% | +4.6% | -11.3% | -8.5% |
| 3M | -7.0% | +6.8% | -13.8% | -10.1% |
| 6M | -4.6% | +23.1% | -27.7% | -14.5% |
| YTD | +11.1% | +26.0% | -14.9% | -2.1% |
| 1Y | +12.3% | +30.4% | -18.1% | -2.9% |
| 3Y | +83.6% | +85.4% | -1.8% | +32.7% |
| All | +83.6% | +86.1% | -2.5% | +32.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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