-35.3%
BABA vs QQQI
+8.3%
-43.7%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.0% | +3.9% | +4.2% |
| 7D | +4.3% | -4.2% | +8.5% | +7.6% |
| 30D | -5.0% | -7.1% | +2.1% | +0.3% |
| 3M | -18.4% | -2.7% | -15.7% | -16.9% |
| 6M | -20.3% | +2.0% | -22.3% | -22.6% |
| YTD | -27.5% | +8.2% | -35.7% | -33.7% |
| 1Y | -35.3% | +8.9% | -44.2% | -41.0% |
| All | -35.3% | +8.3% | -43.7% | -41.0% |
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 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