+134.1%
AMAT vs QQQI
+52.8%
+81.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.3% | -3.3% | -3.1% |
| 7D | +19.3% | +5.6% | +13.7% | +7.1% |
| 30D | -17.9% | -6.5% | -11.4% | -4.3% |
| 3M | -30.4% | -3.4% | -27.1% | -24.0% |
| 6M | -11.4% | -1.6% | -9.8% | -3.5% |
| YTD | +48.8% | +7.8% | +40.9% | +38.9% |
| 1Y | +66.0% | +8.1% | +57.9% | +54.9% |
| All | +134.1% | +52.8% | +81.3% | +25.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling