+149.8%
QQQM vs AIG
+184.5%
-34.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -1.3% | -2.4% | +1.1% | -0.7% |
| 30D | -1.4% | -2.9% | +1.6% | -0.7% |
| 3M | +2.2% | +0.8% | +1.4% | +1.7% |
| 6M | +16.9% | -2.7% | +19.5% | +17.1% |
| YTD | +15.7% | -11.2% | +26.9% | +18.5% |
| 1Y | +22.7% | -1.5% | +24.2% | +21.7% |
| 3Y | +93.9% | +34.4% | +59.6% | +75.7% |
| 5Y | +94.6% | +54.4% | +40.1% | +71.0% |
| All | +149.8% | +184.5% | -34.7% | +117.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AIG.
Daily Out/Under-Performance
Portfolio return minus AIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AIG 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 AIG 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