+142.9%
QQQM vs ACWI
+107.5%
+35.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.4% |
| 7D | +6.2% | +2.7% | +3.5% | +2.6% |
| 30D | -7.4% | -2.6% | -4.8% | -4.1% |
| 3M | -4.8% | -3.2% | -1.6% | -0.5% |
| 6M | -2.4% | +1.9% | -4.3% | -4.2% |
| YTD | +12.4% | +11.3% | +1.1% | -1.5% |
| 1Y | +11.4% | +11.7% | -0.3% | -2.8% |
| 3Y | +85.4% | +74.4% | +11.0% | -7.9% |
| 5Y | +80.3% | +59.5% | +20.8% | +1.5% |
| All | +142.9% | +107.5% | +35.3% | +1.3% |
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