+36.3%
FSLR vs QQQI
+57.7%
-21.4%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.2% | -4.5% | -4.5% |
| 7D | +0.2% | +0.8% | -0.6% | -0.7% |
| 30D | -15.1% | +0.2% | -15.3% | -15.3% |
| 3M | -22.5% | +2.3% | -24.9% | -24.2% |
| 6M | +4.0% | +11.6% | -7.6% | -6.1% |
| YTD | -22.3% | +11.3% | -33.6% | -29.8% |
| 1Y | 0.0% | +17.4% | -17.4% | -14.1% |
| All | +36.3% | +57.7% | -21.4% | -8.5% |
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 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