+58.2%
QQQI vs AEIS
+169.7%
-111.5%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.9% | -4.0% | -0.3% |
| 7D | -0.3% | +2.3% | -2.6% | -0.9% |
| 30D | -0.3% | -14.8% | +14.5% | +3.1% |
| 3M | +1.3% | -15.6% | +16.9% | +3.8% |
| 6M | +11.5% | -8.7% | +20.2% | +10.4% |
| YTD | +11.3% | +37.3% | -26.0% | -2.4% |
| 1Y | +16.9% | +80.3% | -63.5% | -6.4% |
| All | +58.2% | +169.7% | -111.5% | +5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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