+376.7%
AMD vs QQQM
+96.9%
+279.9%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.1% | +6.0% | +6.1% |
| 7D | +10.0% | +1.5% | +8.5% | +6.8% |
| 30D | +4.6% | -0.7% | +5.3% | +6.0% |
| 3M | +3.1% | +0.4% | +2.7% | +4.8% |
| 6M | +162.8% | +20.1% | +142.8% | +97.1% |
| YTD | +136.2% | +17.2% | +118.9% | +86.7% |
| 1Y | +234.0% | +24.7% | +209.3% | +140.5% |
| 3Y | +376.7% | +96.6% | +280.2% | +50.8% |
| All | +376.7% | +96.9% | +279.9% | +50.8% |
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