+64.2%
AXP vs QQQI
+58.2%
+6.0%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.3% |
| 7D | -2.1% | +0.4% | -2.5% | -2.5% |
| 30D | -6.5% | +1.0% | -7.5% | -7.4% |
| 3M | +4.6% | -1.2% | +5.9% | +5.2% |
| 6M | +5.4% | +11.6% | -6.2% | -6.3% |
| YTD | -11.1% | +11.7% | -22.8% | -21.1% |
| 1Y | -0.3% | +18.7% | -19.0% | -17.2% |
| All | +64.2% | +58.2% | +6.0% | +6.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling