+78.9%
AAPL vs QQQI
+57.7%
+21.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.9% | +1.0% |
| 7D | +3.8% | -0.3% | +4.2% | +4.1% |
| 30D | +9.9% | -0.3% | +10.2% | +10.1% |
| 3M | +12.5% | +1.3% | +11.1% | +10.2% |
| 6M | +27.6% | +11.5% | +16.1% | +13.0% |
| YTD | +22.6% | +11.3% | +11.3% | +8.6% |
| 1Y | +45.0% | +16.9% | +28.1% | +21.4% |
| All | +78.9% | +57.7% | +21.2% | +11.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling