+58.2%
QQQI vs ATI
+382.2%
-324.0%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | -0.3% | -5.6% | +5.3% | +0.8% |
| 30D | -0.3% | -13.7% | +13.5% | +2.7% |
| 3M | +1.3% | -0.4% | +1.7% | +1.1% |
| 6M | +11.5% | +26.2% | -14.7% | +5.5% |
| YTD | +11.3% | +73.2% | -61.9% | -1.4% |
| 1Y | +16.9% | +161.6% | -144.7% | -5.1% |
| All | +58.2% | +382.2% | -324.0% | +15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 3y: compounded portfolio wealth divided by compounded ATI 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…
3y analysis · Full analysis span regression · 6 months rolling