+153.2%
QQQM vs IBB
+46.6%
+106.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.2% | +2.1% | +1.2% |
| 7D | +1.5% | -1.7% | +3.2% | +2.5% |
| 30D | -0.7% | +4.9% | -5.5% | -3.9% |
| 3M | +0.4% | +24.2% | -23.8% | -12.9% |
| 6M | +20.1% | +23.8% | -3.8% | +4.0% |
| YTD | +17.2% | +23.0% | -5.7% | +1.7% |
| 1Y | +24.7% | +46.2% | -21.4% | -3.7% |
| 3Y | +96.6% | +64.8% | +31.7% | +37.3% |
| 5Y | +95.0% | +20.9% | +74.1% | +58.3% |
| All | +153.2% | +46.6% | +106.6% | +82.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling