+263.4%
ARM vs QQQI
+58.1%
+205.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.1% | +3.8% | +4.0% |
| 7D | +11.4% | +1.3% | +10.1% | +7.7% |
| 30D | -7.4% | +0.2% | -7.7% | -7.7% |
| 3M | -24.5% | +1.5% | -26.0% | -24.8% |
| 6M | +128.7% | +13.2% | +115.4% | +79.3% |
| YTD | +139.3% | +11.6% | +127.7% | +94.3% |
| 1Y | +88.0% | +18.0% | +70.0% | +33.4% |
| All | +263.4% | +58.1% | +205.3% | +42.6% |
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