+52.4%
GEV vs QQQI
+8.3%
+44.0%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +1.0% | -10.3% | -11.0% |
| 7D | -5.1% | -4.2% | -0.9% | +2.0% |
| 30D | -15.8% | -7.1% | -8.7% | -4.3% |
| 3M | -18.2% | -2.7% | -15.5% | -14.0% |
| 6M | -22.4% | +2.0% | -24.4% | -24.8% |
| YTD | +27.7% | +8.2% | +19.5% | +10.7% |
| 1Y | +52.4% | +8.9% | +43.5% | +31.5% |
| All | +52.4% | +8.3% | +44.0% | +31.5% |
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 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