+103.7%
ASML vs QQQI
+57.7%
+46.0%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.8% | -1.6% |
| 7D | +2.8% | +0.8% | +2.0% | +1.3% |
| 30D | -0.2% | +0.2% | -0.4% | -0.5% |
| 3M | -2.6% | +2.3% | -4.9% | -5.5% |
| 6M | +27.9% | +11.6% | +16.3% | +8.2% |
| YTD | +62.4% | +11.3% | +51.1% | +38.7% |
| 1Y | +116.2% | +17.4% | +98.8% | +69.8% |
| All | +103.7% | +57.7% | +46.0% | +0.5% |
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