+558.6%
QQQ vs AAL
-63.7%
+622.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.2% | -0.4% | +0.7% |
| 7D | -0.6% | -0.9% | +0.3% | -0.4% |
| 30D | -1.2% | -12.9% | +11.6% | +1.1% |
| 3M | -0.2% | -11.2% | +11.0% | +1.5% |
| 6M | +17.9% | +17.8% | +0.1% | +13.7% |
| YTD | +16.6% | -15.1% | +31.8% | +18.6% |
| 1Y | +23.0% | +0.5% | +22.5% | +20.9% |
| 3Y | +92.9% | -7.7% | +100.6% | +85.7% |
| 5Y | +95.6% | -31.3% | +126.9% | +92.8% |
| All | +558.6% | -63.7% | +622.3% | +606.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AAL.
Daily Out/Under-Performance
Portfolio return minus AAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAL 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 AAL 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