+152.0%
QQQM vs AAL
+3.3%
+148.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.2% | -0.4% | +0.6% |
| 7D | -0.6% | -0.9% | +0.3% | -0.4% |
| 30D | -1.2% | -12.9% | +11.7% | +1.6% |
| 3M | -0.1% | -11.2% | +11.1% | +1.9% |
| 6M | +18.0% | +17.8% | +0.1% | +12.9% |
| YTD | +16.7% | -15.1% | +31.8% | +18.9% |
| 1Y | +23.0% | +0.5% | +22.6% | +20.4% |
| 3Y | +93.3% | -7.7% | +101.0% | +83.1% |
| 5Y | +96.3% | -31.3% | +127.6% | +89.0% |
| All | +152.0% | +3.3% | +148.7% | +142.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AAL.
Daily Out/Under-Performance
Portfolio return minus AAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAL 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 AAL 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