+153.5%
QQQM vs ACWI
+114.6%
+38.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +0.4% | +0.5% | -0.1% | -0.3% |
| 30D | +0.2% | +0.9% | -0.6% | -0.8% |
| 3M | -2.8% | +2.4% | -5.2% | -5.4% |
| 6M | +18.1% | +12.4% | +5.7% | +2.0% |
| YTD | +17.4% | +15.2% | +2.2% | -1.8% |
| 1Y | +25.7% | +22.7% | +3.0% | -3.0% |
| 3Y | +94.1% | +75.8% | +18.3% | -4.7% |
| 5Y | +94.9% | +67.7% | +27.1% | +2.8% |
| All | +153.5% | +114.6% | +38.8% | +1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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