+152.0%
QQQM vs AMCR
-0.9%
+152.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.6% | +2.5% | +1.4% |
| 7D | -0.6% | -6.3% | +5.7% | +1.4% |
| 30D | -1.2% | -7.8% | +6.6% | +1.2% |
| 3M | -0.1% | +7.5% | -7.6% | -2.9% |
| 6M | +18.0% | +2.7% | +15.3% | +15.8% |
| YTD | +16.7% | +6.0% | +10.7% | +12.4% |
| 1Y | +23.0% | +7.8% | +15.3% | +17.6% |
| 3Y | +93.3% | +5.8% | +87.6% | +80.2% |
| 5Y | +96.3% | -11.6% | +107.9% | +99.2% |
| All | +152.0% | -0.9% | +152.9% | +146.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 all: compounded portfolio wealth divided by compounded AMCR 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…
all analysis · Full analysis span regression · 6 months rolling