+62.4%
AA vs QQQI
+57.7%
+4.7%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -1.3% |
| 7D | -3.4% | -0.3% | -3.1% | -2.9% |
| 30D | -5.8% | -0.3% | -5.5% | -5.4% |
| 3M | -29.9% | +1.3% | -31.2% | -31.7% |
| 6M | -27.0% | +11.5% | -38.5% | -37.7% |
| YTD | -8.7% | +11.3% | -20.0% | -21.7% |
| 1Y | +50.6% | +16.9% | +33.8% | +21.3% |
| All | +62.4% | +57.7% | +4.7% | -6.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling