+63.2%
AXP vs QQQI
+53.2%
+10.0%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.9% | -2.1% | -1.7% |
| 7D | -2.9% | -0.1% | -2.8% | -3.0% |
| 30D | +3.7% | -6.5% | +10.2% | +9.4% |
| 3M | -4.9% | -2.5% | -2.4% | -3.4% |
| 6M | +4.1% | -1.8% | +5.9% | +4.1% |
| YTD | -11.7% | +8.1% | -19.8% | -19.9% |
| 1Y | -11.7% | +8.2% | -20.0% | -20.0% |
| All | +63.2% | +53.2% | +10.0% | +8.5% |
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