+95.5%
AMD vs QQQI
+8.3%
+87.1%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.0% | 0.0% | -1.9% |
| 7D | -15.5% | -4.2% | -11.3% | -3.3% |
| 30D | -22.6% | -7.1% | -15.5% | -2.6% |
| 3M | -5.7% | -2.7% | -3.1% | +4.2% |
| 6M | +43.1% | +2.0% | +41.1% | +45.2% |
| YTD | +128.2% | +8.2% | +120.0% | +106.2% |
| 1Y | +95.5% | +8.9% | +86.6% | +75.0% |
| All | +95.5% | +8.3% | +87.1% | +75.0% |
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