+26.0%
C vs QQQI
+8.3%
+17.7%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.0% | +0.7% | +0.8% |
| 7D | +1.1% | -4.2% | +5.3% | +4.7% |
| 30D | -2.4% | -7.1% | +4.7% | +3.7% |
| 3M | -8.4% | -2.7% | -5.7% | -6.6% |
| 6M | +0.3% | +2.0% | -1.6% | -4.1% |
| YTD | +9.1% | +8.2% | +0.9% | -3.7% |
| 1Y | +26.0% | +8.9% | +17.2% | +10.7% |
| All | +26.0% | +8.3% | +17.7% | +10.7% |
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