+96.6%
QQQM vs AMC
-67.8%
+164.4%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.4% | +3.3% | 0.0% |
| 7D | +1.5% | -0.8% | +2.3% | +1.5% |
| 30D | -0.7% | -1.2% | +0.5% | -0.7% |
| 3M | +0.4% | +42.2% | -41.8% | -1.9% |
| 6M | +20.1% | +118.8% | -98.7% | +14.3% |
| YTD | +17.2% | +64.1% | -46.9% | +12.9% |
| 1Y | +24.7% | -9.5% | +34.3% | +23.2% |
| 3Y | +96.6% | -64.3% | +160.9% | +94.7% |
| All | +96.6% | -67.8% | +164.4% | +94.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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