-17.4%
GIS vs QQQI
+8.3%
-25.7%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.0% | +4.2% | +5.8% |
| 7D | +8.5% | -4.2% | +12.7% | +5.8% |
| 30D | +15.3% | -7.1% | +22.4% | +11.1% |
| 3M | +0.9% | -2.7% | +3.6% | -0.5% |
| 6M | +7.9% | +2.0% | +5.9% | +8.7% |
| YTD | -17.6% | +8.2% | -25.8% | -15.7% |
| 1Y | -17.4% | +8.9% | -26.3% | -15.1% |
| All | -17.4% | +8.3% | -25.7% | -15.1% |
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