+460.0%
AMD vs QQQM
+153.4%
+306.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.2% | +4.5% | +4.4% |
| 7D | +2.6% | +0.4% | +2.2% | +1.9% |
| 30D | -0.9% | +0.2% | -1.2% | -1.4% |
| 3M | -8.7% | -2.8% | -5.9% | -1.2% |
| 6M | +136.3% | +18.1% | +118.3% | +87.2% |
| YTD | +123.0% | +17.4% | +105.6% | +80.1% |
| 1Y | +195.2% | +25.7% | +169.5% | +116.0% |
| 3Y | +336.3% | +94.1% | +242.2% | +64.1% |
| 5Y | +334.5% | +94.9% | +239.6% | +75.6% |
| All | +460.0% | +153.4% | +306.6% | +62.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling