-18.0%
GIS vs QQQI
+19.4%
-37.4%
-34.3%
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% | -2.4% |
| 7D | -7.8% | +0.4% | -8.2% | -7.6% |
| 30D | +6.6% | +1.0% | +5.6% | +7.1% |
| 3M | +21.0% | -1.2% | +22.2% | +20.7% |
| 6M | -9.1% | +11.6% | -20.7% | -5.0% |
| YTD | -13.6% | +11.7% | -25.3% | -9.7% |
| 1Y | -18.0% | +18.7% | -36.7% | -13.4% |
| All | -18.0% | +19.4% | -37.4% | -13.4% |
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