+93.3%
QQQM vs ACN
-40.7%
+134.0%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.4% | -2.5% | +0.5% |
| 7D | -0.6% | -1.5% | +0.9% | -0.4% |
| 30D | -1.2% | +2.1% | -3.3% | -1.5% |
| 3M | -0.1% | +11.1% | -11.2% | -1.3% |
| 6M | +18.0% | -6.8% | +24.8% | +21.0% |
| YTD | +16.7% | -30.0% | +46.7% | +29.5% |
| 1Y | +23.0% | -23.1% | +46.2% | +31.8% |
| 3Y | +93.3% | -40.4% | +133.7% | +116.6% |
| All | +93.3% | -40.7% | +134.0% | +116.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling