+116.2%
ASML vs QQQI
+17.5%
+98.7%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.8% | -1.5% |
| 7D | +2.8% | +0.8% | +2.0% | +1.1% |
| 30D | -0.2% | +0.2% | -0.4% | -0.5% |
| 3M | -2.6% | +2.3% | -4.9% | -5.9% |
| 6M | +27.9% | +11.6% | +16.3% | +5.5% |
| YTD | +62.4% | +11.3% | +51.1% | +35.5% |
| 1Y | +116.2% | +17.4% | +98.8% | +45.9% |
| All | +116.2% | +17.5% | +98.7% | +45.9% |
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