+35.8%
F vs QQQI
+57.7%
-21.9%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.2% | -3.7% | -3.8% |
| 7D | -4.9% | +0.8% | -5.7% | -5.4% |
| 30D | -2.9% | +0.2% | -3.0% | -3.0% |
| 3M | -9.1% | +2.3% | -11.4% | -10.8% |
| 6M | +12.9% | +11.6% | +1.3% | +3.7% |
| YTD | +6.1% | +11.3% | -5.2% | -2.4% |
| 1Y | +22.5% | +17.4% | +5.1% | +8.1% |
| All | +35.8% | +57.7% | -21.9% | -7.4% |
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 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