+159.2%
C vs QQQI
+58.1%
+101.1%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.6% |
| 7D | +3.2% | +1.3% | +1.9% | +1.9% |
| 30D | +1.3% | +0.2% | +1.1% | +1.1% |
| 3M | +3.1% | +1.5% | +1.6% | +1.1% |
| 6M | +29.6% | +13.2% | +16.4% | +13.2% |
| YTD | +19.0% | +11.6% | +7.4% | +5.6% |
| 1Y | +45.6% | +18.0% | +27.7% | +22.1% |
| All | +159.2% | +58.1% | +101.1% | +74.2% |
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