+152.0%
QQQM vs ACI
+28.8%
+123.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.2% | -2.4% | +0.7% |
| 7D | -0.6% | -3.7% | +3.2% | -0.4% |
| 30D | -1.2% | +0.6% | -1.8% | -1.3% |
| 3M | -0.1% | -20.3% | +20.2% | +0.9% |
| 6M | +18.0% | -24.7% | +42.6% | +19.4% |
| YTD | +16.7% | -27.2% | +43.9% | +18.2% |
| 1Y | +23.0% | -32.7% | +55.8% | +25.3% |
| 3Y | +93.3% | -43.9% | +137.2% | +99.3% |
| 5Y | +96.3% | -38.9% | +135.1% | +99.4% |
| All | +152.0% | +28.8% | +123.2% | +139.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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