+356.9%
ASX vs QQQI
+58.1%
+298.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.1% | +6.2% | +6.2% |
| 7D | +6.3% | +1.3% | +5.0% | +3.9% |
| 30D | +6.4% | +0.2% | +6.2% | +6.2% |
| 3M | +13.1% | +1.5% | +11.7% | +12.8% |
| 6M | +90.3% | +13.2% | +77.1% | +63.2% |
| YTD | +149.6% | +11.6% | +138.1% | +119.3% |
| 1Y | +249.2% | +18.0% | +231.2% | +183.7% |
| All | +356.9% | +58.1% | +298.8% | +155.7% |
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