+152.5%
QQQM vs AXP
+225.9%
-73.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.1% | +0.2% |
| 7D | +1.0% | -2.5% | +3.5% | +1.9% |
| 30D | -0.6% | -5.0% | +4.4% | +1.2% |
| 3M | +1.3% | +1.4% | -0.1% | +0.6% |
| 6M | +18.2% | +6.0% | +12.2% | +15.2% |
| YTD | +16.9% | -12.3% | +29.2% | +21.6% |
| 1Y | +24.0% | +0.3% | +23.8% | +22.3% |
| 3Y | +96.0% | +111.7% | -15.6% | +47.0% |
| 5Y | +95.2% | +114.5% | -19.3% | +46.7% |
| All | +152.5% | +225.9% | -73.4% | +88.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AXP.
Daily Out/Under-Performance
Portfolio return minus AXP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXP 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 AXP 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