+42.1%
EWY vs QQQI
+11.3%
+30.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.9% | +2.4% | +0.5% |
| 7D | -0.1% | -0.3% | +0.3% | +1.1% |
| 30D | +7.3% | -0.3% | +7.6% | +8.6% |
| 3M | -5.1% | +1.3% | -6.5% | -6.7% |
| 6M | +42.1% | +11.5% | +30.6% | +11.5% |
| All | +42.1% | +11.3% | +30.7% | +11.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling