-10.5%
AAL vs QQQI
+57.7%
-68.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.4% | +0.1% |
| 7D | -0.9% | -0.3% | -0.6% | -0.5% |
| 30D | -12.9% | -0.3% | -12.6% | -12.5% |
| 3M | -11.2% | +1.3% | -12.5% | -13.0% |
| 6M | +17.8% | +11.5% | +6.4% | +1.4% |
| YTD | -15.1% | +11.3% | -26.4% | -26.8% |
| 1Y | +0.5% | +16.9% | -16.4% | -19.0% |
| All | -10.5% | +57.7% | -68.1% | -48.3% |
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