+23.5%
F vs QQQI
+15.9%
+7.6%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.9% | +4.1% | +3.8% |
| 7D | -3.7% | -1.0% | -2.6% | -3.0% |
| 30D | -0.7% | -0.6% | -0.1% | -0.3% |
| 3M | -1.9% | +3.4% | -5.3% | -4.6% |
| 6M | +16.1% | +10.6% | +5.4% | +7.1% |
| YTD | +9.5% | +10.3% | -0.8% | +1.2% |
| All | +23.5% | +15.9% | +7.6% | +8.6% |
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 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