+295.8%
AMD vs QQQM
+81.6%
+214.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.3% | +6.2% | +6.4% |
| 7D | +44.7% | +6.2% | +38.5% | +30.2% |
| 30D | -3.3% | -7.4% | +4.1% | +15.0% |
| 3M | +21.2% | -4.8% | +26.0% | +37.7% |
| 6M | +30.6% | -2.4% | +33.0% | +47.0% |
| YTD | +173.3% | +12.4% | +160.9% | +146.0% |
| 1Y | +126.1% | +11.4% | +114.7% | +108.0% |
| 3Y | +393.5% | +85.4% | +308.2% | +101.1% |
| 5Y | +295.8% | +80.3% | +215.5% | +94.5% |
| All | +295.8% | +81.6% | +214.1% | +94.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling