+50.0%
EXPE vs QQQI
+8.3%
+41.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +1.0% | +9.5% | +10.3% |
| 7D | +14.6% | -4.2% | +18.9% | +15.9% |
| 30D | +21.4% | -7.1% | +28.5% | +24.2% |
| 3M | +1.4% | -2.7% | +4.0% | +1.7% |
| 6M | +28.6% | +2.0% | +26.6% | +22.0% |
| YTD | +12.1% | +8.2% | +3.9% | +1.0% |
| 1Y | +50.0% | +8.9% | +41.1% | +34.8% |
| All | +50.0% | +8.3% | +41.7% | +34.8% |
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