+61.4%
AMAT vs QQQI
+8.3%
+53.0%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.0% | -4.3% | -5.8% |
| 7D | -11.2% | -4.2% | -7.0% | -0.7% |
| 30D | -31.9% | -7.1% | -24.8% | -17.3% |
| 3M | -32.3% | -2.7% | -29.7% | -27.1% |
| 6M | -5.4% | +2.0% | -7.4% | -5.6% |
| YTD | +44.3% | +8.2% | +36.0% | +29.5% |
| 1Y | +61.4% | +8.9% | +52.5% | +44.0% |
| All | +61.4% | +8.3% | +53.0% | +44.0% |
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 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