+95.0%
QQQM vs AXP
+117.7%
-22.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +1.5% | +0.6% | +0.9% | +1.2% |
| 30D | -0.7% | -4.3% | +3.7% | +1.3% |
| 3M | +0.4% | +4.7% | -4.3% | -2.0% |
| 6M | +20.1% | +9.0% | +11.1% | +14.8% |
| YTD | +17.2% | -11.1% | +28.4% | +22.4% |
| 1Y | +24.7% | +1.3% | +23.5% | +21.7% |
| 3Y | +96.6% | +114.5% | -17.9% | +30.7% |
| 5Y | +95.0% | +118.0% | -23.0% | +25.5% |
| All | +95.0% | +117.7% | -22.6% | +25.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling