+229.8%
EWY vs QQQI
+57.7%
+172.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.9% | +2.4% | +2.0% |
| 7D | -0.1% | -0.3% | +0.3% | +0.5% |
| 30D | +7.3% | -0.3% | +7.6% | +8.0% |
| 3M | -5.1% | +1.3% | -6.5% | -5.0% |
| 6M | +42.1% | +11.5% | +30.6% | +31.2% |
| YTD | +94.1% | +11.3% | +82.8% | +79.9% |
| 1Y | +147.8% | +16.9% | +130.9% | +120.8% |
| All | +229.8% | +57.7% | +172.1% | +128.5% |
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 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