+207.8%
GE vs QQQI
+56.3%
+151.5%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | +0.5% |
| 7D | -2.8% | -1.0% | -1.8% | -1.8% |
| 30D | -11.9% | -0.6% | -11.4% | -11.5% |
| 3M | +1.8% | +3.4% | -1.5% | -2.1% |
| 6M | -0.6% | +10.6% | -11.2% | -11.1% |
| YTD | +5.5% | +10.3% | -4.8% | -5.4% |
| 1Y | +15.0% | +16.3% | -1.4% | -2.5% |
| All | +207.8% | +56.3% | +151.5% | +97.6% |
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