+50.5%
FAST vs QQQI
+56.3%
-5.7%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.3% | +0.8% |
| 7D | -0.4% | -1.0% | +0.6% | 0.0% |
| 30D | -6.4% | -0.6% | -5.9% | -6.2% |
| 3M | +7.1% | +3.4% | +3.7% | +5.2% |
| 6M | +7.0% | +10.6% | -3.6% | +1.4% |
| YTD | +24.1% | +10.3% | +13.8% | +17.7% |
| 1Y | +4.4% | +16.3% | -12.0% | -3.8% |
| All | +50.5% | +56.3% | -5.7% | +18.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling