-5.4%
ABT vs QQQI
+57.7%
-63.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.9% | -2.3% | -1.4% |
| 7D | -5.9% | -0.3% | -5.5% | -5.9% |
| 30D | -8.1% | -0.3% | -7.8% | -8.1% |
| 3M | +14.5% | +1.3% | +13.2% | +14.5% |
| 6M | -6.3% | +11.5% | -17.8% | -7.3% |
| YTD | -17.1% | +11.3% | -28.4% | -18.0% |
| 1Y | -21.4% | +16.9% | -38.2% | -22.6% |
| All | -5.4% | +57.7% | -63.0% | -9.8% |
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