+8.1%
EWZ vs QQQI
+8.3%
-0.3%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.6% | +1.1% |
| 7D | -4.1% | -4.2% | +0.2% | -1.7% |
| 30D | -25.0% | -7.1% | -17.9% | -21.5% |
| 3M | -10.6% | -2.7% | -8.0% | -9.3% |
| 6M | -16.6% | +2.0% | -18.6% | -19.3% |
| YTD | +2.5% | +8.2% | -5.7% | -6.9% |
| 1Y | +8.1% | +8.9% | -0.8% | -2.3% |
| All | +8.1% | +8.3% | -0.3% | -2.3% |
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