-11.2%
EQT vs QQQI
+3.6%
-14.7%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.2% | -3.6% | -2.4% |
| 7D | -10.5% | -4.2% | -6.3% | -10.4% |
| 30D | -5.3% | -11.6% | +6.3% | -5.3% |
| 3M | -4.0% | -6.4% | +2.4% | -3.9% |
| 6M | -13.3% | -4.7% | -8.6% | -13.3% |
| YTD | -6.7% | +3.3% | -10.1% | -8.5% |
| 1Y | -11.2% | +5.0% | -16.2% | -13.9% |
| All | -11.2% | +3.6% | -14.7% | -13.9% |
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