+58.6%
QQQI vs AMC
-39.5%
+98.1%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.4% | +3.3% | 0.0% |
| 7D | +1.3% | -0.8% | +2.1% | +1.3% |
| 30D | +0.2% | -1.2% | +1.4% | +0.2% |
| 3M | +1.5% | +42.2% | -40.7% | -0.2% |
| 6M | +13.2% | +118.8% | -105.6% | +9.2% |
| YTD | +11.6% | +64.1% | -52.5% | +8.5% |
| 1Y | +18.0% | -9.5% | +27.5% | +16.8% |
| All | +58.6% | -39.5% | +98.1% | +57.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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