+11.7%
AMZN vs QQQM
+23.2%
-11.6%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.9% | +1.1% | +1.2% |
| 7D | -0.7% | -0.6% | -0.1% | -0.2% |
| 30D | -3.9% | -1.2% | -2.7% | -3.0% |
| 3M | +6.3% | -0.1% | +6.4% | +5.4% |
| 6M | +20.8% | +18.0% | +2.8% | -1.8% |
| YTD | +11.2% | +16.7% | -5.4% | -8.1% |
| 1Y | +11.7% | +23.0% | -11.4% | -12.6% |
| All | +11.7% | +23.2% | -11.6% | -12.6% |
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