+102.9%
ADI vs QQQI
+57.7%
+45.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.9% | +4.0% | +3.6% |
| 7D | +4.6% | -0.3% | +4.9% | +5.1% |
| 30D | -1.2% | -0.3% | -0.9% | -0.7% |
| 3M | -7.8% | +1.3% | -9.2% | -9.0% |
| 6M | +19.3% | +11.5% | +7.9% | +2.9% |
| YTD | +40.9% | +11.3% | +29.6% | +21.7% |
| 1Y | +54.5% | +16.9% | +37.6% | +24.2% |
| All | +102.9% | +57.7% | +45.2% | +12.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling