-23.1%
ACN vs QQQI
+16.9%
-40.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.9% | +2.5% | +3.6% |
| 7D | -1.5% | -0.3% | -1.2% | -1.6% |
| 30D | +2.1% | -0.3% | +2.4% | +2.0% |
| 3M | +11.1% | +1.3% | +9.8% | +11.7% |
| 6M | -6.8% | +11.5% | -18.3% | -9.9% |
| YTD | -30.0% | +11.3% | -41.3% | -32.2% |
| 1Y | -23.1% | +16.9% | -40.0% | -27.3% |
| All | -23.1% | +16.9% | -40.1% | -27.3% |
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