+93.3%
QQQM vs AGI
+206.1%
-112.8%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.8% |
| 7D | -0.6% | -2.7% | +2.2% | -0.2% |
| 30D | -1.2% | +7.2% | -8.4% | -2.1% |
| 3M | -0.1% | +4.3% | -4.4% | -1.0% |
| 6M | +18.0% | -27.1% | +45.0% | +21.1% |
| YTD | +16.7% | -6.6% | +23.3% | +16.3% |
| 1Y | +23.0% | +9.5% | +13.5% | +20.0% |
| 3Y | +93.3% | +208.4% | -115.1% | +68.0% |
| All | +93.3% | +206.1% | -112.8% | +68.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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