+10.7%
CMG vs QQQI
+2.7%
+8.0%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.7% | +6.2% | +1.3% |
| 7D | +13.2% | -8.5% | +21.7% | +14.5% |
| 30D | +14.6% | -12.7% | +27.3% | +17.0% |
| 3M | +2.6% | -7.7% | +10.3% | +3.2% |
| 6M | +9.6% | -4.6% | +14.2% | +5.5% |
| YTD | -4.3% | +2.1% | -6.4% | -13.2% |
| 1Y | +10.7% | +2.1% | +8.7% | +0.3% |
| All | +10.7% | +2.7% | +8.0% | +0.3% |
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