-17.2%
ADSK vs QQQI
+57.7%
-74.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | -0.2% |
| 7D | -2.5% | -0.3% | -2.2% | -2.3% |
| 30D | -14.9% | -0.3% | -14.6% | -14.7% |
| 3M | +3.3% | +1.3% | +2.0% | +1.6% |
| 6M | -15.7% | +11.5% | -27.1% | -24.3% |
| YTD | -28.2% | +11.3% | -39.5% | -35.4% |
| 1Y | -34.5% | +16.9% | -51.4% | -43.7% |
| All | -17.2% | +57.7% | -74.9% | -46.1% |
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 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