+164.3%
EWY vs QQQI
+19.4%
+144.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.2% | +4.4% | +4.1% |
| 7D | +4.8% | +0.4% | +4.4% | +3.8% |
| 30D | +11.7% | +1.0% | +10.7% | +9.4% |
| 3M | -7.4% | -1.2% | -6.2% | -1.7% |
| 6M | +40.6% | +11.6% | +29.0% | +19.6% |
| YTD | +94.3% | +11.7% | +82.6% | +65.0% |
| 1Y | +164.3% | +18.7% | +145.6% | +106.9% |
| All | +164.3% | +19.4% | +144.9% | +106.9% |
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