+661.8%
AMAT vs QQQM
+152.5%
+509.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.6% | -0.4% |
| 7D | +6.9% | +1.0% | +5.9% | +5.3% |
| 30D | -10.1% | -0.6% | -9.5% | -9.2% |
| 3M | -6.0% | +1.3% | -7.3% | -5.4% |
| 6M | +38.6% | +18.2% | +20.5% | +12.5% |
| YTD | +83.1% | +16.9% | +66.2% | +52.3% |
| 1Y | +188.3% | +24.0% | +164.3% | +121.9% |
| 3Y | +225.3% | +96.0% | +129.3% | +36.1% |
| 5Y | +262.0% | +95.2% | +166.8% | +60.7% |
| All | +661.8% | +152.5% | +509.3% | +139.3% |
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