+149.8%
QQQM vs AMT
-16.2%
+166.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.4% | +0.3% | -0.8% |
| 7D | -1.3% | -2.7% | +1.4% | -0.8% |
| 30D | -1.4% | +2.0% | -3.4% | -1.8% |
| 3M | +2.2% | -9.3% | +11.5% | +3.9% |
| 6M | +16.9% | -5.2% | +22.1% | +17.5% |
| YTD | +15.7% | +0.5% | +15.2% | +14.4% |
| 1Y | +22.7% | -7.3% | +30.0% | +23.5% |
| 3Y | +93.9% | +6.2% | +87.7% | +77.8% |
| 5Y | +94.6% | -31.2% | +125.7% | +112.4% |
| All | +149.8% | -16.2% | +166.0% | +147.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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