+193.9%
AMD vs QQQI
+58.1%
+135.8%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.1% | +6.0% | +6.1% |
| 7D | +10.0% | +1.3% | +8.7% | +6.7% |
| 30D | +4.6% | +0.2% | +4.4% | +4.2% |
| 3M | +3.1% | +1.5% | +1.6% | +2.4% |
| 6M | +162.8% | +13.2% | +149.6% | +111.2% |
| YTD | +136.2% | +11.6% | +124.6% | +98.0% |
| 1Y | +234.0% | +18.0% | +216.0% | +153.9% |
| All | +193.9% | +58.1% | +135.8% | +23.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling