+165.3%
EWT vs QQQI
+57.7%
+107.6%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +0.9% | +0.8% |
| 7D | -1.1% | -0.3% | -0.8% | -0.7% |
| 30D | +4.5% | -0.3% | +4.7% | +4.8% |
| 3M | +8.3% | +1.3% | +6.9% | +7.3% |
| 6M | +54.2% | +11.5% | +42.7% | +39.4% |
| YTD | +74.6% | +11.3% | +63.3% | +58.2% |
| 1Y | +84.9% | +16.9% | +68.0% | +60.0% |
| All | +165.3% | +57.7% | +107.6% | +78.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling