+314.8%
AEM vs QQQI
+56.3%
+258.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.9% | -2.0% | -2.4% |
| 7D | -5.0% | -1.0% | -4.0% | -4.5% |
| 30D | +8.5% | -0.6% | +9.0% | +8.9% |
| 3M | +29.3% | +3.4% | +25.9% | +27.0% |
| 6M | -12.9% | +10.6% | -23.6% | -16.8% |
| YTD | +16.8% | +10.3% | +6.5% | +11.7% |
| 1Y | +29.8% | +16.3% | +13.5% | +22.1% |
| All | +314.8% | +56.3% | +258.5% | +266.0% |
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