+69.8%
QQQ vs AMC
-99.3%
+169.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.9% | -0.5% | +1.3% |
| 7D | -5.0% | +2.6% | -7.6% | -5.1% |
| 30D | -13.4% | +9.0% | -22.4% | -13.9% |
| 3M | -8.1% | +22.2% | -30.3% | -9.5% |
| 6M | -5.5% | +91.5% | -97.0% | -10.7% |
| YTD | +7.2% | +101.3% | -94.1% | +0.4% |
| 1Y | +7.8% | +20.8% | -13.0% | +4.2% |
| 3Y | +80.7% | -71.3% | +152.1% | +86.0% |
| All | +69.8% | -99.3% | +169.1% | +116.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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