-0.8%
AMT vs QQQI
+57.7%
-58.4%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.9% | +1.9% | +3.0% |
| 7D | +1.1% | -0.3% | +1.5% | +1.1% |
| 30D | +4.4% | -0.3% | +4.6% | +4.3% |
| 3M | -5.2% | +1.3% | -6.5% | -4.7% |
| 6M | -0.8% | +11.5% | -12.3% | +0.7% |
| YTD | +3.3% | +11.3% | -8.0% | +4.9% |
| 1Y | -6.0% | +16.9% | -22.9% | -3.9% |
| All | -0.8% | +57.7% | -58.4% | +1.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling