+35.0%
EWZ vs QQQI
+56.3%
-21.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.9% | +2.2% | +1.8% |
| 7D | +1.1% | -1.0% | +2.2% | +1.7% |
| 30D | +13.5% | -0.6% | +14.0% | +13.8% |
| 3M | +15.2% | +3.4% | +11.9% | +12.6% |
| 6M | +3.7% | +10.6% | -6.9% | -3.0% |
| YTD | +22.5% | +10.3% | +12.2% | +14.9% |
| 1Y | +35.3% | +16.3% | +18.9% | +23.2% |
| All | +35.0% | +56.3% | -21.3% | +9.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling