+68.2%
FITB vs QQQI
+56.3%
+11.9%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +1.0% |
| 7D | -1.0% | -1.0% | +0.1% | -0.4% |
| 30D | -5.5% | -0.6% | -4.9% | -5.2% |
| 3M | +4.1% | +3.4% | +0.7% | +1.3% |
| 6M | +18.7% | +10.6% | +8.1% | +9.5% |
| YTD | +18.2% | +10.3% | +7.9% | +9.1% |
| 1Y | +23.7% | +16.3% | +7.3% | +9.7% |
| All | +68.2% | +56.3% | +11.9% | +27.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling