+55.2%
EWT vs QQQI
+8.3%
+46.8%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.0% | -2.2% | -2.7% |
| 7D | -10.9% | -4.2% | -6.6% | -4.7% |
| 30D | -17.7% | -7.1% | -10.6% | -7.8% |
| 3M | -5.0% | -2.7% | -2.4% | -0.8% |
| 6M | +7.4% | +2.0% | +5.4% | +6.5% |
| YTD | +52.8% | +8.2% | +44.6% | +40.8% |
| 1Y | +55.2% | +8.9% | +46.3% | +42.3% |
| All | +55.2% | +8.3% | +46.8% | +42.3% |
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