+357.3%
AMD vs QQQM
+83.8%
+273.4%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -1.2% | -7.5% | -6.2% |
| 7D | +18.9% | +3.6% | +15.3% | +11.3% |
| 30D | -6.4% | -6.7% | +0.3% | +11.4% |
| 3M | +10.6% | -7.0% | +17.6% | +33.5% |
| 6M | +19.9% | -4.6% | +24.5% | +42.4% |
| YTD | +149.4% | +11.1% | +138.3% | +129.1% |
| 1Y | +115.4% | +12.3% | +103.1% | +94.8% |
| 3Y | +357.3% | +83.6% | +273.6% | +57.0% |
| All | +357.3% | +83.8% | +273.4% | +57.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling