-3.5%
AMT vs QQQI
+56.3%
-59.8%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -1.6% |
| 7D | -2.7% | -1.0% | -1.6% | -2.9% |
| 30D | +2.0% | -0.6% | +2.6% | +1.9% |
| 3M | -9.3% | +3.4% | -12.6% | -8.6% |
| 6M | -5.2% | +10.6% | -15.9% | -3.9% |
| YTD | +0.5% | +10.3% | -9.8% | +1.9% |
| 1Y | -7.3% | +16.3% | -23.6% | -5.3% |
| All | -3.5% | +56.3% | -59.8% | -1.1% |
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