+40.1%
F vs QQQI
+56.3%
-16.2%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.9% | +4.1% | +3.9% |
| 7D | -3.7% | -1.0% | -2.6% | -2.9% |
| 30D | -0.7% | -0.6% | -0.1% | -0.3% |
| 3M | -1.9% | +3.4% | -5.3% | -4.7% |
| 6M | +16.1% | +10.6% | +5.4% | +7.3% |
| YTD | +9.5% | +10.3% | -0.8% | +1.3% |
| 1Y | +27.2% | +16.3% | +10.9% | +13.0% |
| All | +40.1% | +56.3% | -16.2% | -3.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling