+188.5%
AMAT vs QQQI
+17.0%
+171.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.2% |
| 7D | +6.9% | +0.8% | +6.1% | +4.6% |
| 30D | -10.1% | +0.2% | -10.3% | -10.5% |
| 3M | -6.0% | +2.3% | -8.3% | -9.0% |
| 6M | +38.6% | +11.6% | +27.1% | +12.7% |
| YTD | +83.1% | +11.3% | +71.8% | +51.7% |
| All | +188.5% | +17.0% | +171.5% | +91.5% |
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