+58.2%
QQQI vs ACI
-40.8%
+99.0%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.2% | -0.3% |
| 7D | +0.8% | -5.0% | +5.9% | +0.7% |
| 30D | +0.2% | -2.3% | +2.5% | +0.1% |
| 3M | +2.3% | -23.2% | +25.5% | +1.8% |
| 6M | +11.6% | -29.5% | +41.1% | +10.8% |
| YTD | +11.3% | -28.6% | +39.9% | +10.5% |
| 1Y | +17.4% | -34.0% | +51.5% | +16.9% |
| All | +58.2% | -40.8% | +99.0% | +58.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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