-28.0%
ADBE vs QQQI
+16.9%
-45.0%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +1.4% |
| 7D | -5.4% | -0.3% | -5.0% | -5.4% |
| 30D | -2.5% | -0.3% | -2.2% | -2.6% |
| 3M | +15.3% | +1.3% | +13.9% | +15.7% |
| 6M | -7.8% | +11.5% | -19.3% | -11.0% |
| YTD | -27.9% | +11.3% | -39.2% | -30.3% |
| 1Y | -28.0% | +16.9% | -44.9% | -32.6% |
| All | -28.0% | +16.9% | -45.0% | -32.6% |
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 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