+196.0%
B vs QQQI
+57.7%
+138.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | -0.1% |
| 7D | -2.4% | -0.3% | -2.0% | -2.1% |
| 30D | +6.3% | -0.3% | +6.6% | +6.6% |
| 3M | +12.1% | +1.3% | +10.8% | +11.0% |
| 6M | -3.1% | +11.5% | -14.6% | -9.3% |
| YTD | +2.0% | +11.3% | -9.3% | -4.3% |
| 1Y | +51.7% | +16.9% | +34.8% | +39.1% |
| All | +196.0% | +57.7% | +138.3% | +144.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling