+149.8%
QQQM vs ACGL
+221.0%
-71.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.1% |
| 7D | -1.3% | -3.6% | +2.4% | -0.7% |
| 30D | -1.4% | -2.1% | +0.7% | -1.1% |
| 3M | +2.2% | +5.4% | -3.2% | +0.9% |
| 6M | +16.9% | 0.0% | +16.9% | +16.4% |
| YTD | +15.7% | +0.3% | +15.4% | +14.9% |
| 1Y | +22.7% | +6.2% | +16.5% | +20.1% |
| 3Y | +93.9% | +30.9% | +63.0% | +77.7% |
| 5Y | +94.6% | +159.8% | -65.3% | +49.0% |
| All | +149.8% | +221.0% | -71.1% | +89.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 ACGL 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