+73.4%
AEP vs QQQI
+56.3%
+17.1%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -1.0% |
| 7D | -1.0% | -1.0% | 0.0% | -1.1% |
| 30D | -0.1% | -0.6% | +0.5% | -0.1% |
| 3M | -3.2% | +3.4% | -6.6% | -3.0% |
| 6M | -5.3% | +10.6% | -15.9% | -4.7% |
| YTD | +9.5% | +10.3% | -0.8% | +10.2% |
| 1Y | +17.5% | +16.3% | +1.2% | +18.6% |
| All | +73.4% | +56.3% | +17.1% | +74.1% |
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