-48.1%
ACN vs QQQI
+57.7%
-105.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.9% | +2.5% | +3.1% |
| 7D | -1.5% | -0.3% | -1.2% | -1.4% |
| 30D | +2.1% | -0.3% | +2.4% | +2.2% |
| 3M | +11.1% | +1.3% | +9.8% | +9.9% |
| 6M | -6.8% | +11.5% | -18.3% | -13.1% |
| YTD | -30.0% | +11.3% | -41.3% | -34.6% |
| 1Y | -23.1% | +16.9% | -40.0% | -30.3% |
| All | -48.1% | +57.7% | -105.8% | -61.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling