+519.0%
AMAT vs QQQM
+142.8%
+376.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.3% | -3.3% | -3.1% |
| 7D | +19.3% | +6.2% | +13.1% | +9.2% |
| 30D | -17.9% | -7.4% | -10.5% | -6.1% |
| 3M | -30.4% | -4.8% | -25.6% | -23.7% |
| 6M | -11.4% | -2.4% | -9.0% | -3.4% |
| YTD | +48.8% | +12.4% | +36.3% | +33.7% |
| 1Y | +66.0% | +11.4% | +54.7% | +51.8% |
| 3Y | +158.8% | +85.4% | +73.4% | +19.8% |
| 5Y | +153.2% | +80.3% | +72.9% | +29.0% |
| All | +519.0% | +142.8% | +376.1% | +110.1% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQM.
Daily Out/Under-Performance
Portfolio return minus QQQM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQM 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 QQQM 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