+142.9%
QQQM vs AXP
+223.1%
-80.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.3% | +0.3% |
| 7D | +6.2% | -2.1% | +8.3% | +7.0% |
| 30D | -7.4% | +2.7% | -10.1% | -8.3% |
| 3M | -4.8% | -7.3% | +2.5% | -2.3% |
| 6M | -2.4% | +1.8% | -4.2% | -3.5% |
| YTD | +12.4% | -13.1% | +25.5% | +17.2% |
| 1Y | +11.4% | -13.7% | +25.1% | +16.3% |
| 3Y | +85.4% | +113.1% | -27.7% | +38.7% |
| 5Y | +80.3% | +85.9% | -5.6% | +36.5% |
| All | +142.9% | +223.1% | -80.2% | +82.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling