+24.0%
QQQM vs AXP
+0.8%
+23.3%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.1% | 0.0% |
| 7D | +1.0% | -2.5% | +3.5% | +1.6% |
| 30D | -0.6% | -5.0% | +4.4% | +0.5% |
| 3M | +1.3% | +1.4% | -0.1% | +0.8% |
| 6M | +18.2% | +6.0% | +12.2% | +16.4% |
| YTD | +16.9% | -12.3% | +29.2% | +19.1% |
| 1Y | +24.0% | +0.3% | +23.8% | +23.3% |
| All | +24.0% | +0.8% | +23.3% | +23.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling