+20.1%
ADP vs QQQI
+57.7%
-37.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | +0.8% |
| 7D | -2.8% | -0.3% | -2.4% | -2.7% |
| 30D | +0.2% | -0.3% | +0.5% | +0.3% |
| 3M | +20.5% | +1.3% | +19.1% | +19.9% |
| 6M | +28.8% | +11.5% | +17.3% | +23.5% |
| YTD | +6.6% | +11.3% | -4.7% | +2.4% |
| 1Y | -6.9% | +16.9% | -23.8% | -12.5% |
| All | +20.1% | +57.7% | -37.6% | +3.3% |
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 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