+200.0%
AMD vs QQQI
+57.7%
+142.3%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.9% | +1.6% | +0.4% |
| 7D | +8.1% | -0.3% | +8.4% | +9.0% |
| 30D | +6.9% | -0.3% | +7.2% | +7.7% |
| 3M | +5.7% | +1.3% | +4.3% | +5.0% |
| 6M | +152.0% | +11.5% | +140.5% | +109.5% |
| YTD | +141.0% | +11.3% | +129.7% | +103.4% |
| 1Y | +231.6% | +16.9% | +214.7% | +157.3% |
| All | +200.0% | +57.7% | +142.3% | +26.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling