+127.7%
AMAT vs QQQI
+51.3%
+76.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.0% | -1.8% | -0.7% |
| 7D | +11.4% | +3.3% | +8.0% | +4.6% |
| 30D | -17.0% | -5.8% | -11.2% | -4.7% |
| 3M | -30.6% | -5.0% | -25.6% | -21.4% |
| 6M | -14.9% | -3.2% | -11.8% | -4.3% |
| YTD | +44.7% | +6.8% | +37.9% | +37.9% |
| 1Y | +66.9% | +9.0% | +57.9% | +53.8% |
| All | +127.7% | +51.3% | +76.4% | +24.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling