-31.9%
ADSK vs QQQI
+19.4%
-51.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | +0.2% | -8.4% | -8.3% |
| 7D | -16.4% | +0.4% | -16.8% | -16.4% |
| 30D | -9.2% | +1.0% | -10.2% | -9.3% |
| 3M | -6.7% | -1.2% | -5.5% | -4.9% |
| 6M | -15.5% | +11.6% | -27.1% | -21.2% |
| YTD | -26.4% | +11.7% | -38.1% | -31.1% |
| 1Y | -31.9% | +18.7% | -50.6% | -40.1% |
| All | -31.9% | +19.4% | -51.2% | -40.1% |
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