+633.1%
FIX vs QQQI
+57.7%
+575.4%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.8% | -1.6% |
| 7D | +3.5% | +0.8% | +2.7% | +1.9% |
| 30D | -3.5% | +0.2% | -3.7% | -3.7% |
| 3M | -11.8% | +2.3% | -14.1% | -14.2% |
| 6M | +17.8% | +11.6% | +6.2% | -1.9% |
| YTD | +73.3% | +11.3% | +62.0% | +45.6% |
| 1Y | +128.1% | +17.4% | +110.7% | +76.7% |
| All | +633.1% | +57.7% | +575.4% | +292.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling