+164.7%
ARM vs QQQI
+51.3%
+113.4%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.0% | -3.6% | -2.0% |
| 7D | +9.1% | +3.3% | +5.8% | +0.5% |
| 30D | -19.9% | -5.8% | -14.2% | -4.2% |
| 3M | -31.6% | -5.0% | -26.6% | -18.4% |
| 6M | -13.9% | -3.2% | -10.7% | +2.4% |
| YTD | +74.3% | +6.8% | +67.5% | +65.2% |
| 1Y | +35.8% | +9.0% | +26.8% | +22.0% |
| All | +164.7% | +51.3% | +113.4% | +21.2% |
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