+67.2%
FDX vs QQQI
+57.7%
+9.5%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.5% |
| 7D | -3.3% | -0.3% | -2.9% | -3.1% |
| 30D | -4.5% | -0.3% | -4.2% | -4.4% |
| 3M | -7.3% | +1.3% | -8.7% | -8.4% |
| 6M | +7.5% | +11.5% | -3.9% | -0.5% |
| YTD | +35.1% | +11.3% | +23.8% | +24.9% |
| 1Y | +71.4% | +16.9% | +54.5% | +52.9% |
| All | +67.2% | +57.7% | +9.5% | +25.7% |
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