+68.4%
FDX vs QQQI
+58.1%
+10.3%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.1% | -2.5% | -2.5% |
| 7D | -3.3% | +1.3% | -4.6% | -4.1% |
| 30D | -1.4% | +0.2% | -1.6% | -1.5% |
| 3M | -4.5% | +1.5% | -6.0% | -5.6% |
| 6M | +9.4% | +13.2% | -3.8% | +0.2% |
| YTD | +36.0% | +11.6% | +24.4% | +25.6% |
| 1Y | +75.5% | +18.0% | +57.5% | +55.5% |
| All | +68.4% | +58.1% | +10.3% | +26.4% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling