+152.0%
QQQM vs ACN
-12.6%
+164.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.4% | -2.5% | -0.2% |
| 7D | -0.6% | -1.5% | +0.9% | -0.1% |
| 30D | -1.2% | +2.1% | -3.3% | -2.1% |
| 3M | -0.1% | +11.1% | -11.2% | -5.3% |
| 6M | +18.0% | -6.8% | +24.8% | +19.4% |
| YTD | +16.7% | -30.0% | +46.7% | +34.3% |
| 1Y | +23.0% | -23.1% | +46.2% | +33.7% |
| 3Y | +93.3% | -40.4% | +133.7% | +132.3% |
| 5Y | +96.3% | -41.6% | +137.9% | +130.7% |
| All | +152.0% | -12.6% | +164.6% | +136.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACN.
Daily Out/Under-Performance
Portfolio return minus ACN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACN 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 ACN 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