+152.0%
QQQM vs ABT
+3.2%
+148.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.4% | +2.3% | +1.2% |
| 7D | -0.6% | -5.9% | +5.3% | +1.0% |
| 30D | -1.2% | -8.1% | +6.9% | +0.9% |
| 3M | -0.1% | +14.5% | -14.6% | -4.6% |
| 6M | +18.0% | -6.3% | +24.2% | +20.1% |
| YTD | +16.7% | -17.1% | +33.8% | +23.5% |
| 1Y | +23.0% | -21.4% | +44.4% | +32.5% |
| 3Y | +93.3% | +5.9% | +87.4% | +78.5% |
| 5Y | +96.3% | -12.8% | +109.0% | +95.3% |
| All | +152.0% | +3.2% | +148.8% | +134.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ABT.
Daily Out/Under-Performance
Portfolio return minus ABT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABT 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 ABT 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