-15.7%
ADSK vs QQQI
+11.3%
-27.0%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | +0.6% |
| 7D | -2.5% | -0.3% | -2.2% | -2.6% |
| 30D | -14.9% | -0.3% | -14.6% | -15.0% |
| 3M | +3.3% | +1.3% | +2.0% | +4.3% |
| 6M | -15.7% | +11.5% | -27.1% | -18.3% |
| All | -15.7% | +11.3% | -27.0% | -18.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling