+9.1%
AEP vs QQQI
+2.7%
+6.4%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -5.7% | +3.8% | -2.5% |
| 7D | -2.0% | -8.5% | +6.5% | -3.0% |
| 30D | +4.2% | -12.7% | +16.9% | +2.6% |
| 3M | +1.0% | -7.7% | +8.7% | 0.0% |
| 6M | -6.1% | -4.6% | -1.5% | -7.1% |
| YTD | +12.5% | +2.1% | +10.4% | +10.8% |
| 1Y | +9.1% | +2.1% | +7.1% | +7.5% |
| All | +9.1% | +2.7% | +6.4% | +7.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling