+152.5%
QQQM vs ACI
+26.4%
+126.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | -0.1% |
| 7D | +1.0% | -5.0% | +6.1% | +1.3% |
| 30D | -0.6% | -2.3% | +1.7% | -0.5% |
| 3M | +1.3% | -23.2% | +24.5% | +2.5% |
| 6M | +18.2% | -29.5% | +47.7% | +20.1% |
| YTD | +16.9% | -28.6% | +45.5% | +18.5% |
| 1Y | +24.0% | -34.0% | +58.1% | +26.5% |
| 3Y | +96.0% | -45.0% | +141.0% | +102.3% |
| 5Y | +95.2% | -44.0% | +139.2% | +98.8% |
| All | +152.5% | +26.4% | +126.2% | +140.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling