+152.5%
QQQM vs AMBA
+20.7%
+131.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +8.4% | -8.6% | -2.0% |
| 7D | +1.0% | +2.5% | -1.5% | +0.4% |
| 30D | -0.6% | -16.1% | +15.5% | +2.9% |
| 3M | +1.3% | +4.6% | -3.3% | -1.8% |
| 6M | +18.2% | +29.2% | -11.0% | +7.8% |
| YTD | +16.9% | -2.9% | +19.8% | +12.4% |
| 1Y | +24.0% | -18.7% | +42.8% | +22.4% |
| 3Y | +96.0% | +14.9% | +81.2% | +68.6% |
| 5Y | +95.2% | -53.0% | +148.2% | +85.0% |
| All | +152.5% | +20.7% | +131.8% | +87.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 10y: compounded portfolio wealth divided by compounded AMBA 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…
10y analysis · Full analysis span regression · 6 months rolling