+0.3%
AXP vs QQQI
+17.5%
-17.2%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.2% |
| 7D | -2.5% | +0.8% | -3.3% | -2.9% |
| 30D | -5.0% | +0.2% | -5.2% | -5.1% |
| 3M | +1.4% | +2.3% | -1.0% | -0.5% |
| 6M | +6.0% | +11.6% | -5.6% | -2.9% |
| YTD | -12.3% | +11.3% | -23.6% | -19.5% |
| 1Y | +0.3% | +17.4% | -17.1% | -12.0% |
| All | +0.3% | +17.5% | -17.2% | -12.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling