-11.6%
AAL vs QQQI
+56.3%
-67.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-10.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | +0.5% |
| 7D | -0.9% | -1.0% | +0.1% | +0.5% |
| 30D | -16.0% | -0.6% | -15.4% | -15.3% |
| 3M | -4.2% | +3.4% | -7.6% | -8.6% |
| 6M | +15.7% | +10.6% | +5.0% | +0.5% |
| YTD | -16.2% | +10.3% | -26.5% | -26.9% |
| 1Y | +0.2% | +16.3% | -16.1% | -18.7% |
| All | -11.6% | +56.3% | -67.9% | -48.4% |
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 1990-01-01 to 2026-09-10: 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…
1990-01-01 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling