+61.0%
AA vs QQQI
+19.4%
+41.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.3% | -2.4% |
| 7D | -0.7% | +0.4% | -1.1% | -1.3% |
| 30D | +5.0% | +1.0% | +4.0% | +3.6% |
| 3M | -35.8% | -1.2% | -34.6% | -34.5% |
| 6M | -18.4% | +11.6% | -30.0% | -30.4% |
| YTD | -5.5% | +11.7% | -17.2% | -19.5% |
| 1Y | +61.0% | +18.7% | +42.3% | +9.5% |
| All | +61.0% | +19.4% | +41.6% | +9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 QQQI 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