-12.0%
GIS vs QQQI
+10.6%
-22.6%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.9% | -2.1% | -3.4% |
| 7D | -8.4% | -1.0% | -7.4% | -8.8% |
| 30D | -5.2% | -0.6% | -4.6% | -5.4% |
| 3M | +8.2% | +3.4% | +4.8% | +8.8% |
| 6M | -12.0% | +10.6% | -22.6% | -14.3% |
| All | -12.0% | +10.6% | -22.6% | -14.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling