+82.2%
EXPE vs QQQI
+57.7%
+24.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.5% |
| 7D | -11.5% | +0.8% | -12.3% | -12.2% |
| 30D | -13.1% | +0.2% | -13.2% | -13.3% |
| 3M | +18.1% | +2.3% | +15.8% | +14.3% |
| 6M | +13.3% | +11.6% | +1.7% | -1.5% |
| YTD | -3.2% | +11.3% | -14.5% | -15.3% |
| 1Y | +26.1% | +17.4% | +8.7% | +3.6% |
| All | +82.2% | +57.7% | +24.5% | +17.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling