+152.0%
QQQM vs AA
+308.3%
-156.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | -0.6% | -3.4% | +2.9% | -0.1% |
| 30D | -1.2% | -5.8% | +4.6% | -0.4% |
| 3M | -0.1% | -29.9% | +29.8% | +4.9% |
| 6M | +18.0% | -27.0% | +45.0% | +22.4% |
| YTD | +16.7% | -8.7% | +25.4% | +16.5% |
| 1Y | +23.0% | +50.6% | -27.6% | +13.2% |
| 3Y | +93.3% | +74.1% | +19.3% | +68.9% |
| 5Y | +96.3% | +2.6% | +93.7% | +81.6% |
| All | +152.0% | +308.3% | -156.2% | +118.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 10y: compounded portfolio wealth divided by compounded AA 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…
10y analysis · Full analysis span regression · 6 months rolling