+29.9%
AAPL vs QQQI
+8.9%
+20.9%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +1.0% | +4.3% | +5.0% |
| 7D | +1.7% | -4.2% | +5.9% | +2.7% |
| 30D | +5.0% | -7.1% | +12.1% | +6.9% |
| 3M | +13.1% | -2.7% | +15.7% | +13.6% |
| 6M | +26.5% | +2.0% | +24.5% | +23.3% |
| YTD | +28.9% | +8.2% | +20.7% | +20.7% |
| All | +29.9% | +8.9% | +20.9% | +21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 1y: compounded portfolio wealth divided by compounded QQQI 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…
1y analysis · Full analysis span regression · 6 months rolling