+268.9%
AMAT vs QQQM
+94.5%
+174.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.1% | +4.1% | +4.1% |
| 7D | +7.0% | +1.5% | +5.5% | +4.6% |
| 30D | -12.2% | -0.7% | -11.6% | -11.3% |
| 3M | -3.8% | +0.4% | -4.3% | -2.1% |
| 6M | +45.9% | +20.1% | +25.9% | +16.0% |
| YTD | +84.6% | +17.2% | +67.4% | +53.2% |
| 1Y | +193.4% | +24.7% | +168.6% | +124.6% |
| 3Y | +228.1% | +96.6% | +131.5% | +39.1% |
| 5Y | +268.9% | +95.0% | +173.9% | +69.4% |
| All | +268.9% | +94.5% | +174.4% | +69.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling