+322.6%
AEM vs QQQI
+57.7%
+264.9%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.9% | +1.0% | +1.4% |
| 7D | -2.1% | -0.3% | -1.8% | -1.9% |
| 30D | +8.4% | -0.3% | +8.7% | +8.7% |
| 3M | +27.3% | +1.3% | +25.9% | +26.3% |
| 6M | -9.7% | +11.5% | -21.1% | -14.1% |
| YTD | +19.0% | +11.3% | +7.7% | +13.3% |
| 1Y | +31.5% | +16.9% | +14.6% | +23.2% |
| All | +322.6% | +57.7% | +264.9% | +270.9% |
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