+59.7%
GDXJ vs QQQI
+19.4%
+40.3%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.7% | -2.8% |
| 7D | +0.2% | +0.4% | -0.2% | -0.4% |
| 30D | +17.9% | +1.0% | +16.9% | +16.2% |
| 3M | +15.3% | -1.2% | +16.5% | +18.6% |
| 6M | -9.4% | +11.6% | -21.0% | -23.8% |
| YTD | +13.4% | +11.7% | +1.7% | -4.5% |
| 1Y | +59.7% | +18.7% | +41.0% | +12.7% |
| All | +59.7% | +19.4% | +40.3% | +12.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling