+58.2%
QQQI vs AGI
+192.4%
-134.2%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.8% |
| 7D | -0.3% | -2.7% | +2.4% | -0.1% |
| 30D | -0.3% | +7.2% | -7.5% | -1.1% |
| 3M | +1.3% | +4.3% | -2.9% | +0.5% |
| 6M | +11.5% | -27.1% | +38.6% | +14.0% |
| YTD | +11.3% | -6.6% | +17.9% | +10.8% |
| 1Y | +16.9% | +9.5% | +7.4% | +14.1% |
| All | +58.2% | +192.4% | -134.2% | +40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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