+260.1%
GDX vs QQQI
+57.7%
+202.4%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.3% |
| 7D | +1.9% | +0.8% | +1.1% | +1.3% |
| 30D | +9.9% | +0.2% | +9.8% | +9.8% |
| 3M | +28.2% | +2.3% | +25.9% | +26.2% |
| 6M | -2.9% | +11.6% | -14.5% | -9.0% |
| YTD | +16.0% | +11.3% | +4.7% | +8.9% |
| 1Y | +49.9% | +17.4% | +32.5% | +37.5% |
| All | +260.1% | +57.7% | +202.4% | +197.3% |
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