+95.5%
ADI vs QQQI
+57.7%
+37.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.8% | +0.9% |
| 7D | +2.6% | +0.8% | +1.8% | +1.4% |
| 30D | -4.6% | +0.2% | -4.8% | -4.8% |
| 3M | -9.5% | +2.3% | -11.8% | -11.9% |
| 6M | +14.8% | +11.6% | +3.3% | -1.1% |
| YTD | +35.8% | +11.3% | +24.5% | +17.3% |
| 1Y | +48.9% | +17.4% | +31.5% | +18.8% |
| All | +95.5% | +57.7% | +37.8% | +8.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling