-2.7%
QQQI vs RAM
-78.8%
+76.1%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +13.5% | -10.3% | +1.8% |
| 7D | -0.1% | -23.6% | +23.6% | +1.7% |
| 30D | -8.3% | -52.2% | +43.9% | -3.5% |
| 3M | -4.3% | -43.9% | +39.6% | -1.4% |
| All | -2.7% | -78.8% | +76.1% | +4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RAM.
Daily Out/Under-Performance
Portfolio return minus RAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RAM 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 5y: compounded portfolio wealth divided by compounded RAM 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…
5y analysis · Full analysis span regression · Available span rolling