+39.0%
FSLR vs QQQI
+56.3%
-17.3%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.9% | +2.9% | +3.0% |
| 7D | -0.1% | -1.0% | +0.9% | +1.0% |
| 30D | -14.0% | -0.6% | -13.4% | -13.5% |
| 3M | -16.9% | +3.4% | -20.3% | -19.5% |
| 6M | +4.7% | +10.6% | -5.9% | -4.4% |
| YTD | -20.7% | +10.3% | -31.0% | -27.7% |
| 1Y | +1.7% | +16.3% | -14.7% | -11.8% |
| All | +39.0% | +56.3% | -17.3% | -5.7% |
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 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