+58.2%
QQQI vs AMCR
+3.3%
+54.9%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.6% | +2.5% | +1.1% |
| 7D | -0.3% | -6.3% | +5.9% | +0.6% |
| 30D | -0.3% | -7.8% | +7.5% | +0.9% |
| 3M | +1.3% | +7.5% | -6.2% | -0.1% |
| 6M | +11.5% | +2.7% | +8.8% | +10.3% |
| YTD | +11.3% | +6.0% | +5.3% | +9.1% |
| 1Y | +16.9% | +7.8% | +9.1% | +14.2% |
| All | +58.2% | +3.3% | +54.9% | +55.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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