+353.2%
ASX vs QQQI
+57.7%
+295.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.9% | -2.5% |
| 7D | +5.2% | -0.3% | +5.6% | +5.8% |
| 30D | +0.5% | -0.3% | +0.8% | +1.1% |
| 3M | +8.3% | +1.3% | +7.0% | +8.2% |
| 6M | +82.0% | +11.5% | +70.6% | +59.8% |
| YTD | +147.6% | +11.3% | +136.3% | +118.4% |
| 1Y | +258.8% | +16.9% | +242.0% | +195.9% |
| All | +353.2% | +57.7% | +295.5% | +154.7% |
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 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