+16.3%
AZN vs QQQI
+2.7%
+13.6%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.7% | +4.5% | -1.8% |
| 7D | +7.1% | -8.5% | +15.6% | +6.0% |
| 30D | +17.8% | -12.7% | +30.5% | +16.3% |
| 3M | +15.7% | -7.7% | +23.4% | +14.4% |
| 6M | +3.1% | -4.6% | +7.7% | +0.2% |
| YTD | +2.7% | +2.1% | +0.6% | -2.7% |
| 1Y | +16.3% | +2.1% | +14.3% | +10.3% |
| All | +16.3% | +2.7% | +13.6% | +10.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling