+638.8%
AMAT vs QQQM
+153.4%
+485.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.2% | +4.1% | +4.0% |
| 7D | -1.5% | +0.4% | -1.9% | -2.0% |
| 30D | -14.8% | +0.2% | -15.0% | -15.1% |
| 3M | -9.3% | -2.8% | -6.5% | -2.6% |
| 6M | +27.4% | +18.1% | +9.3% | +3.7% |
| YTD | +77.6% | +17.4% | +60.2% | +46.8% |
| 1Y | +188.9% | +25.7% | +163.3% | +118.2% |
| 3Y | +202.3% | +94.1% | +108.2% | +28.1% |
| 5Y | +248.9% | +94.9% | +154.0% | +55.3% |
| All | +638.8% | +153.4% | +485.4% | +130.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling