-2.7%
CI vs QQQI
+58.1%
-60.8%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.1% | -1.7% | -1.8% |
| 7D | -2.0% | +1.3% | -3.3% | -2.0% |
| 30D | -1.8% | +0.2% | -2.0% | -1.8% |
| 3M | -4.2% | +1.5% | -5.7% | -4.2% |
| 6M | +2.7% | +13.2% | -10.5% | +1.8% |
| YTD | +1.9% | +11.6% | -9.7% | +1.1% |
| 1Y | -6.3% | +18.0% | -24.2% | -7.0% |
| All | -2.7% | +58.1% | -60.8% | -8.2% |
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