+42.5%
GDXJ vs QQQI
+16.9%
+25.6%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | -0.4% |
| 7D | -2.8% | -0.3% | -2.5% | -2.2% |
| 30D | +5.0% | -0.3% | +5.2% | +5.6% |
| 3M | +24.1% | +1.3% | +22.7% | +21.1% |
| 6M | -7.4% | +11.5% | -18.8% | -21.8% |
| YTD | +10.2% | +11.3% | -1.1% | -6.7% |
| 1Y | +42.5% | +16.9% | +25.7% | +1.0% |
| All | +42.5% | +16.9% | +25.6% | +1.0% |
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