+79.1%
QQQM vs AXP
+91.8%
-12.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | -1.5% | -0.6% | -0.9% | -1.2% |
| 30D | -10.2% | +5.0% | -15.1% | -12.2% |
| 3M | -6.3% | -4.2% | -2.0% | -4.6% |
| 6M | -4.9% | +2.9% | -7.8% | -6.8% |
| YTD | +10.3% | -11.6% | +21.8% | +15.3% |
| 1Y | +8.8% | -11.1% | +19.9% | +13.3% |
| 3Y | +81.8% | +116.7% | -35.0% | +17.7% |
| 5Y | +79.1% | +89.6% | -10.5% | +22.1% |
| All | +79.1% | +91.8% | -12.7% | +22.1% |
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