-0.9%
CI vs QQQI
+56.3%
-57.2%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.0% |
| 7D | -1.3% | -1.0% | -0.3% | -1.3% |
| 30D | +3.1% | -0.6% | +3.7% | +3.1% |
| 3M | -4.5% | +3.4% | -7.9% | -4.5% |
| 6M | +8.3% | +10.6% | -2.4% | +7.4% |
| YTD | +3.8% | +10.3% | -6.5% | +3.0% |
| 1Y | -5.0% | +16.3% | -21.4% | -5.8% |
| All | -0.9% | +56.3% | -57.2% | -6.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling