+49.9%
FAST vs QQQI
+57.7%
-7.8%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.1% |
| 7D | +1.8% | +0.8% | +1.0% | +1.4% |
| 30D | -6.4% | +0.2% | -6.6% | -6.5% |
| 3M | +5.3% | +2.3% | +3.0% | +4.0% |
| 6M | +5.4% | +11.6% | -6.2% | -0.5% |
| YTD | +23.6% | +11.3% | +12.3% | +16.8% |
| 1Y | +4.1% | +17.4% | -13.4% | -4.5% |
| All | +49.9% | +57.7% | -7.8% | +17.5% |
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