+33.7%
EWZ vs QQQI
+57.7%
-24.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.8% | -1.5% |
| 7D | +0.9% | -0.3% | +1.2% | +1.1% |
| 30D | +12.8% | -0.3% | +13.1% | +12.9% |
| 3M | +10.8% | +1.3% | +9.4% | +9.5% |
| 6M | +2.5% | +11.5% | -9.0% | -4.5% |
| YTD | +21.4% | +11.3% | +10.1% | +13.2% |
| 1Y | +32.8% | +16.9% | +15.9% | +20.6% |
| All | +33.7% | +57.7% | -24.0% | +7.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling