+62.0%
AXP vs QQQI
+57.7%
+4.3%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.1% |
| 7D | -2.5% | +0.8% | -3.3% | -3.2% |
| 30D | -5.0% | +0.2% | -5.2% | -5.2% |
| 3M | +1.4% | +2.3% | -1.0% | -1.4% |
| 6M | +6.0% | +11.6% | -5.6% | -5.9% |
| YTD | -12.3% | +11.3% | -23.6% | -21.9% |
| 1Y | +0.3% | +17.4% | -17.1% | -15.8% |
| All | +62.0% | +57.7% | +4.3% | +5.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling