+769.5%
QQQ vs AMC
-97.5%
+867.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.8% | -2.4% | -0.7% |
| 7D | -1.5% | +5.5% | -7.0% | -1.7% |
| 30D | -10.2% | +16.1% | -26.3% | -10.5% |
| 3M | -6.3% | +43.0% | -49.3% | -7.2% |
| 6M | -4.9% | +130.7% | -135.6% | -7.4% |
| YTD | +10.2% | +121.8% | -111.6% | +7.2% |
| 1Y | +8.8% | +40.7% | -31.9% | +7.0% |
| 3Y | +81.4% | -56.8% | +138.2% | +80.7% |
| 5Y | +78.5% | -99.1% | +177.6% | +86.7% |
| 10Y | +523.8% | -98.7% | +622.5% | +583.1% |
| All | +769.5% | -97.5% | +867.0% | +717.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling