+33.3%
EWZ vs QQQI
+57.7%
-24.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.3% |
| 7D | -0.1% | +0.8% | -0.9% | -0.5% |
| 30D | +8.2% | +0.2% | +8.0% | +8.1% |
| 3M | +13.3% | +2.3% | +11.0% | +11.4% |
| 6M | +3.6% | +11.6% | -8.0% | -3.5% |
| YTD | +21.0% | +11.3% | +9.7% | +12.9% |
| 1Y | +34.7% | +17.4% | +17.2% | +22.0% |
| All | +33.3% | +57.7% | -24.4% | +7.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling