+4.0%
FSLR vs QQQI
+13.9%
-9.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.2% | -4.5% | -4.4% |
| 7D | +0.2% | +0.8% | -0.6% | -1.1% |
| 30D | -15.1% | +0.2% | -15.3% | -15.4% |
| 3M | -22.5% | +2.3% | -24.9% | -25.3% |
| 6M | +4.0% | +11.6% | -7.6% | -7.1% |
| All | +4.0% | +13.9% | -9.9% | -7.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling