+81.0%
ASML vs QQQI
+53.2%
+27.8%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.9% | -0.2% | -1.6% |
| 7D | +2.5% | -0.1% | +2.6% | +3.0% |
| 30D | -12.2% | -6.5% | -5.8% | -0.9% |
| 3M | -14.6% | -2.5% | -12.1% | -10.2% |
| 6M | -1.7% | -1.8% | +0.1% | +3.4% |
| YTD | +44.3% | +8.1% | +36.2% | +30.3% |
| 1Y | +51.0% | +8.2% | +42.8% | +36.3% |
| All | +81.0% | +53.2% | +27.8% | -5.7% |
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