+63.3%
BABA vs QQQI
+58.1%
+5.3%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.4% |
| 7D | -0.2% | +1.3% | -1.5% | -1.1% |
| 30D | -12.3% | +0.2% | -12.5% | -12.5% |
| 3M | -5.3% | +1.5% | -6.8% | -6.8% |
| 6M | -13.1% | +13.2% | -26.3% | -21.4% |
| YTD | -22.4% | +11.6% | -34.0% | -29.0% |
| 1Y | -19.5% | +18.0% | -37.5% | -29.1% |
| All | +63.3% | +58.1% | +5.3% | +23.1% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling