+111.3%
FOXA vs QQQI
+57.7%
+53.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | +0.9% |
| 7D | +0.8% | -0.3% | +1.1% | +0.9% |
| 30D | +5.0% | -0.3% | +5.3% | +5.1% |
| 3M | -3.0% | +1.3% | -4.4% | -3.9% |
| 6M | +14.8% | +11.5% | +3.3% | +8.6% |
| YTD | -8.9% | +11.3% | -20.2% | -13.8% |
| 1Y | +13.3% | +16.9% | -3.6% | +4.3% |
| All | +111.3% | +57.7% | +53.6% | +78.2% |
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