+70.5%
ADM vs QQQI
+56.3%
+14.2%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +0.5% |
| 7D | +3.0% | -1.0% | +4.0% | +3.1% |
| 30D | +8.7% | -0.6% | +9.3% | +8.8% |
| 3M | +7.6% | +3.4% | +4.2% | +6.9% |
| 6M | +26.9% | +10.6% | +16.2% | +24.6% |
| YTD | +54.3% | +10.3% | +44.0% | +51.5% |
| 1Y | +45.7% | +16.3% | +29.3% | +41.1% |
| All | +70.5% | +56.3% | +14.2% | +51.0% |
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