+357.7%
ASX vs QQQI
+56.3%
+301.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.4% | -1.7% |
| 7D | +6.5% | -1.0% | +7.5% | +8.5% |
| 30D | +3.1% | -0.6% | +3.7% | +4.3% |
| 3M | +17.4% | +3.4% | +14.0% | +13.9% |
| 6M | +85.4% | +10.6% | +74.8% | +65.1% |
| YTD | +150.1% | +10.3% | +139.8% | +124.1% |
| 1Y | +256.3% | +16.3% | +239.9% | +196.5% |
| All | +357.7% | +56.3% | +301.4% | +161.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling