+64.2%
AXP vs QQQI
+58.1%
+6.1%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | +0.1% |
| 7D | +0.6% | +1.3% | -0.7% | -0.6% |
| 30D | -4.3% | +0.2% | -4.6% | -4.6% |
| 3M | +4.7% | +1.5% | +3.2% | +2.7% |
| 6M | +9.0% | +13.2% | -4.3% | -4.6% |
| YTD | -11.1% | +11.6% | -22.7% | -21.0% |
| 1Y | +1.3% | +18.0% | -16.7% | -15.4% |
| All | +64.2% | +58.1% | +6.1% | +6.9% |
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 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