+53.6%
QQQI vs AMDL
+117.8%
-64.2%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +11.7% | -11.8% | -1.3% |
| 7D | +1.3% | +19.9% | -18.6% | -0.6% |
| 30D | +0.2% | +6.3% | -6.0% | -0.8% |
| 3M | +1.5% | -9.9% | +11.4% | +0.2% |
| 6M | +13.2% | +394.3% | -381.1% | -8.8% |
| YTD | +11.6% | +257.3% | -245.7% | -8.8% |
| 1Y | +18.0% | +508.5% | -490.6% | -12.4% |
| All | +53.6% | +117.8% | -64.2% | +10.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMDL.
Daily Out/Under-Performance
Portfolio return minus AMDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMDL 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 AMDL 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