+38.1%
ALNY vs QQQI
+57.7%
-19.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.1% |
| 7D | -6.5% | -0.3% | -6.2% | -6.4% |
| 30D | +11.0% | -0.3% | +11.3% | +11.2% |
| 3M | -14.1% | +1.3% | -15.4% | -14.7% |
| 6M | -22.4% | +11.5% | -33.9% | -28.1% |
| YTD | -37.5% | +11.3% | -48.7% | -42.1% |
| 1Y | -46.9% | +16.9% | -63.8% | -52.5% |
| All | +38.1% | +57.7% | -19.6% | +2.4% |
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