+39.3%
EWY vs QQQI
+2.7%
+36.6%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.5% | -5.7% | -7.8% | +0.6% |
| 7D | -18.6% | -8.5% | -10.2% | +1.9% |
| 30D | -29.4% | -12.7% | -16.7% | +0.2% |
| 3M | -22.2% | -7.7% | -14.5% | -3.7% |
| 6M | -24.1% | -4.6% | -19.5% | -8.1% |
| YTD | +35.4% | +2.1% | +33.3% | +44.4% |
| 1Y | +39.3% | +2.1% | +37.2% | +48.7% |
| All | +39.3% | +2.7% | +36.6% | +48.7% |
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