+62.5%
AA vs QQQI
+56.3%
+6.2%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.9% | -3.9% | -3.5% |
| 7D | -5.4% | -1.0% | -4.3% | -3.9% |
| 30D | -10.7% | -0.6% | -10.1% | -10.0% |
| 3M | -26.2% | +3.4% | -29.5% | -30.1% |
| 6M | -20.9% | +10.6% | -31.6% | -31.8% |
| YTD | -8.6% | +10.3% | -18.9% | -20.6% |
| 1Y | +57.4% | +16.3% | +41.0% | +27.6% |
| All | +62.5% | +56.3% | +6.2% | -5.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling