+78.1%
QQQM vs IBB
+39.3%
+38.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.9% |
| 7D | +3.6% | -0.5% | +4.1% | +4.0% |
| 30D | -6.7% | +4.6% | -11.3% | -9.2% |
| 3M | -7.0% | +6.8% | -13.8% | -11.3% |
| 6M | -4.6% | +23.1% | -27.7% | -17.5% |
| YTD | +11.1% | +26.0% | -14.9% | -5.9% |
| 1Y | +12.3% | +30.4% | -18.1% | -7.2% |
| 3Y | +83.6% | +85.4% | -1.8% | +14.1% |
| All | +78.1% | +39.3% | +38.8% | +30.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling