+78.1%
QQQM vs AMC
-99.2%
+177.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.7% | +1.5% | -1.0% |
| 7D | +3.6% | +3.5% | +0.1% | +3.4% |
| 30D | -6.7% | +12.5% | -19.2% | -7.4% |
| 3M | -7.0% | +23.6% | -30.6% | -8.5% |
| 6M | -4.6% | +144.4% | -149.0% | -11.2% |
| YTD | +11.1% | +108.3% | -97.2% | +3.9% |
| 1Y | +12.3% | +38.9% | -26.6% | +7.7% |
| 3Y | +83.6% | -58.9% | +142.5% | +84.1% |
| All | +78.1% | -99.2% | +177.3% | +123.1% |
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