+8.3%
DIS vs QQQI
+8.3%
-0.1%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.0% | +3.2% | +4.0% |
| 7D | +9.1% | -4.2% | +13.3% | +9.9% |
| 30D | +14.8% | -7.1% | +21.9% | +16.4% |
| 3M | +21.2% | -2.7% | +23.8% | +21.5% |
| 6M | +18.3% | +2.0% | +16.3% | +15.2% |
| YTD | +5.4% | +8.2% | -2.9% | -1.7% |
| 1Y | +8.3% | +8.9% | -0.6% | +0.5% |
| All | +8.3% | +8.3% | -0.1% | +0.5% |
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