+95.2%
QQQM vs AMC
-99.5%
+194.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.9% | +3.6% | 0.0% |
| 7D | +1.0% | -6.8% | +7.8% | +1.4% |
| 30D | -0.6% | +1.7% | -2.3% | -0.8% |
| 3M | +1.3% | +26.8% | -25.5% | -1.2% |
| 6M | +18.2% | +117.7% | -99.5% | +10.5% |
| YTD | +16.9% | +57.7% | -40.8% | +11.4% |
| 1Y | +24.0% | -12.5% | +36.5% | +22.5% |
| 3Y | +96.0% | -65.7% | +161.8% | +97.8% |
| 5Y | +95.2% | -99.5% | +194.7% | +153.3% |
| All | +95.2% | -99.5% | +194.7% | +153.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling