+177.6%
AMD vs QQQI
+58.2%
+119.3%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.2% | +4.5% | +4.3% |
| 7D | +2.6% | +0.4% | +2.2% | +1.6% |
| 30D | -0.9% | +1.0% | -1.9% | -3.1% |
| 3M | -8.7% | -1.2% | -7.5% | -3.2% |
| 6M | +136.3% | +11.6% | +124.7% | +96.1% |
| YTD | +123.0% | +11.7% | +111.3% | +86.6% |
| 1Y | +195.2% | +18.7% | +176.5% | +121.7% |
| All | +177.6% | +58.2% | +119.3% | +16.3% |
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