+95.0%
QQQM vs AMBA
-53.5%
+148.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.3% |
| 7D | +1.5% | -6.4% | +7.9% | +2.9% |
| 30D | -0.7% | -26.8% | +26.2% | +6.3% |
| 3M | +0.4% | -7.6% | +8.1% | 0.0% |
| 6M | +20.1% | +21.2% | -1.1% | +10.3% |
| YTD | +17.2% | -10.4% | +27.6% | +14.4% |
| 1Y | +24.7% | -24.4% | +49.2% | +24.9% |
| 3Y | +96.6% | +6.0% | +90.6% | +69.3% |
| 5Y | +95.0% | -53.9% | +148.9% | +83.8% |
| All | +95.0% | -53.5% | +148.5% | +83.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling