+594.9%
DELL vs QQQI
+57.7%
+537.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.9% | +11.1% | +10.3% |
| 7D | +8.2% | -0.3% | +8.6% | +9.2% |
| 30D | +17.1% | -0.3% | +17.4% | +18.4% |
| 3M | +45.2% | +1.3% | +43.8% | +42.9% |
| 6M | +286.8% | +11.5% | +275.3% | +224.1% |
| YTD | +354.8% | +11.3% | +343.5% | +283.6% |
| 1Y | +358.3% | +16.9% | +341.4% | +253.9% |
| All | +594.9% | +57.7% | +537.2% | +222.7% |
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