+41.6%
DE vs QQQI
+2.7%
+38.9%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -5.7% | +3.7% | -0.9% |
| 7D | +0.5% | -8.5% | +9.0% | +2.1% |
| 30D | -2.9% | -12.7% | +9.9% | -0.2% |
| 3M | +8.6% | -7.7% | +16.3% | +10.0% |
| 6M | +15.8% | -4.6% | +20.4% | +16.6% |
| YTD | +43.6% | +2.1% | +41.5% | +40.3% |
| 1Y | +41.6% | +2.1% | +39.6% | +38.5% |
| All | +41.6% | +2.7% | +38.9% | +38.5% |
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 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