+152.0%
QQQM vs ZBH
-31.8%
+183.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.2% | +0.6% |
| 7D | -0.6% | -4.7% | +4.1% | +0.5% |
| 30D | -1.2% | -4.5% | +3.3% | -0.3% |
| 3M | -0.1% | +7.6% | -7.7% | -2.3% |
| 6M | +18.0% | +0.3% | +17.7% | +17.0% |
| YTD | +16.7% | +4.5% | +12.2% | +14.2% |
| 1Y | +23.0% | -9.4% | +32.4% | +24.5% |
| 3Y | +93.3% | -21.5% | +114.8% | +102.0% |
| 5Y | +96.3% | -28.4% | +124.7% | +102.9% |
| All | +152.0% | -31.8% | +183.9% | +162.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 10y: compounded portfolio wealth divided by compounded ZBH 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…
10y analysis · Full analysis span regression · 6 months rolling