-37.5%
DOW vs QQQI
+57.7%
-95.2%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.9% | -2.9% | -2.6% |
| 7D | -1.4% | -0.3% | -1.0% | -1.2% |
| 30D | -3.9% | -0.3% | -3.7% | -3.8% |
| 3M | -12.7% | +1.3% | -14.0% | -14.0% |
| 6M | -13.7% | +11.5% | -25.2% | -21.8% |
| YTD | +28.4% | +11.3% | +17.1% | +16.4% |
| 1Y | +21.8% | +16.9% | +4.9% | +5.5% |
| All | -37.5% | +57.7% | -95.2% | -57.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling