+78.5%
ASML vs QQQI
+51.0%
+27.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +3.1% | +3.1% | +0.8% |
| 7D | -0.8% | -0.1% | -0.8% | -0.5% |
| 30D | -14.9% | -8.3% | -6.6% | -0.6% |
| 3M | -13.0% | -4.3% | -8.7% | -5.5% |
| 6M | -4.7% | -3.1% | -1.6% | +2.6% |
| YTD | +42.3% | +6.6% | +35.8% | +31.8% |
| 1Y | +49.7% | +8.6% | +41.1% | +34.7% |
| All | +78.5% | +51.0% | +27.5% | -4.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling