+198.9%
B vs QQQI
+58.1%
+140.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.4% | -1.4% |
| 7D | +2.3% | +1.3% | +1.0% | +1.4% |
| 30D | +1.4% | +0.2% | +1.1% | +1.2% |
| 3M | +12.2% | +1.5% | +10.7% | +11.0% |
| 6M | -2.1% | +13.2% | -15.4% | -9.2% |
| YTD | +2.9% | +11.6% | -8.6% | -3.6% |
| 1Y | +55.3% | +18.0% | +37.3% | +41.7% |
| All | +198.9% | +58.1% | +140.8% | +146.0% |
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