+210.4%
AMD vs QQQI
+51.3%
+159.1%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -1.0% | -7.8% | -6.3% |
| 7D | +18.9% | +3.3% | +15.6% | +10.7% |
| 30D | -6.4% | -5.8% | -0.6% | +11.5% |
| 3M | +10.6% | -5.0% | +15.6% | +30.4% |
| 6M | +19.9% | -3.2% | +23.1% | +40.1% |
| YTD | +149.4% | +6.8% | +142.6% | +142.0% |
| 1Y | +115.4% | +9.0% | +106.4% | +101.1% |
| All | +210.4% | +51.3% | +159.1% | +50.8% |
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 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