-12.7%
BABA vs QQQI
+19.4%
-32.1%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.1% |
| 7D | -4.8% | +0.4% | -5.2% | -5.1% |
| 30D | -11.9% | +1.0% | -12.9% | -12.9% |
| 3M | -9.3% | -1.2% | -8.1% | -7.9% |
| 6M | -14.2% | +11.6% | -25.8% | -25.2% |
| YTD | -22.0% | +11.7% | -33.7% | -32.0% |
| 1Y | -12.7% | +18.7% | -31.4% | -27.6% |
| All | -12.7% | +19.4% | -32.1% | -27.6% |
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