+87.7%
EXPE vs QQQI
+57.7%
+30.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +0.6% |
| 7D | -5.8% | -0.3% | -5.4% | -5.5% |
| 30D | -13.6% | -0.3% | -13.3% | -13.5% |
| 3M | +25.2% | +1.3% | +23.8% | +22.3% |
| 6M | +22.3% | +11.5% | +10.9% | +6.5% |
| YTD | -0.3% | +11.3% | -11.6% | -12.7% |
| 1Y | +27.8% | +16.9% | +10.9% | +5.5% |
| All | +87.7% | +57.7% | +30.0% | +20.6% |
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