+234.4%
AMD vs QQQM
+24.2%
+210.2%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.3% | +3.3% | +3.7% |
| 7D | +14.0% | +1.0% | +13.0% | +11.0% |
| 30D | +11.0% | -0.6% | +11.6% | +12.7% |
| 3M | +9.6% | +1.3% | +8.3% | +8.3% |
| 6M | +157.1% | +18.2% | +138.9% | +84.7% |
| YTD | +143.3% | +16.9% | +126.4% | +80.7% |
| 1Y | +234.4% | +24.0% | +210.4% | +118.1% |
| All | +234.4% | +24.2% | +210.2% | +118.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling