+3.7%
F vs QQQI
+8.3%
-4.7%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.0% | +1.9% | +2.4% |
| 7D | +6.0% | -4.2% | +10.3% | +8.7% |
| 30D | +4.3% | -7.1% | +11.4% | +9.0% |
| 3M | -10.1% | -2.7% | -7.4% | -9.0% |
| 6M | +12.8% | +2.0% | +10.8% | +10.4% |
| YTD | -0.1% | +8.2% | -8.3% | -7.4% |
| 1Y | +3.7% | +8.9% | -5.2% | -4.4% |
| All | +3.7% | +8.3% | -4.7% | -4.4% |
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