-38.2%
GIS vs QQQI
+57.7%
-95.9%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.1% |
| 7D | -6.4% | -0.3% | -6.0% | -6.5% |
| 30D | -6.1% | -0.3% | -5.8% | -6.1% |
| 3M | +7.8% | +1.3% | +6.5% | +8.4% |
| 6M | -8.8% | +11.5% | -20.3% | -6.8% |
| YTD | -19.1% | +11.3% | -30.4% | -17.4% |
| 1Y | -24.8% | +16.9% | -41.6% | -22.6% |
| All | -38.2% | +57.7% | -95.9% | -32.8% |
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