+152.0%
QQQM vs AMP
+258.2%
-106.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.6% |
| 7D | -0.6% | -0.5% | 0.0% | -0.3% |
| 30D | -1.2% | -1.3% | +0.1% | -0.7% |
| 3M | -0.1% | +24.2% | -24.3% | -9.8% |
| 6M | +18.0% | +24.6% | -6.6% | +6.1% |
| YTD | +16.7% | +14.8% | +1.9% | +8.2% |
| 1Y | +23.0% | +12.8% | +10.3% | +14.8% |
| 3Y | +93.3% | +69.0% | +24.4% | +46.0% |
| 5Y | +96.3% | +124.9% | -28.6% | +29.5% |
| All | +152.0% | +258.2% | -106.1% | +53.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 10y: compounded portfolio wealth divided by compounded AMP 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…
10y analysis · Full analysis span regression · 6 months rolling