+505.2%
AMD vs QQQM
+152.0%
+353.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.9% | +1.6% | +0.9% |
| 7D | +8.1% | -0.6% | +8.6% | +9.2% |
| 30D | +6.9% | -1.2% | +8.1% | +9.3% |
| 3M | +5.7% | -0.1% | +5.8% | +8.3% |
| 6M | +152.0% | +18.0% | +134.0% | +99.9% |
| YTD | +141.0% | +16.7% | +124.3% | +96.7% |
| 1Y | +231.6% | +23.0% | +208.5% | +151.6% |
| 3Y | +390.1% | +93.3% | +296.7% | +85.7% |
| 5Y | +390.6% | +96.3% | +294.3% | +96.9% |
| All | +505.2% | +152.0% | +353.2% | +77.3% |
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