+54.9%
ADI vs QQQI
+2.7%
+52.1%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | -5.7% | -5.5% | -3.0% |
| 7D | -16.7% | -8.5% | -8.2% | -5.1% |
| 30D | -14.2% | -12.7% | -1.4% | +4.5% |
| 3M | -4.1% | -7.7% | +3.6% | +8.1% |
| 6M | -10.3% | -4.6% | -5.7% | -1.6% |
| YTD | +34.3% | +2.1% | +32.2% | +36.0% |
| 1Y | +54.9% | +2.1% | +52.8% | +57.3% |
| All | +54.9% | +2.7% | +52.1% | +57.3% |
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