+19.1%
GLD vs QQQI
+16.9%
+2.2%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | +0.1% |
| 7D | -2.0% | -0.3% | -1.6% | -1.8% |
| 30D | -1.5% | -0.3% | -1.2% | -1.3% |
| 3M | +3.2% | +1.3% | +1.9% | +2.3% |
| 6M | -16.3% | +11.5% | -27.8% | -21.2% |
| YTD | +0.6% | +11.3% | -10.7% | -5.4% |
| 1Y | +19.1% | +16.9% | +2.2% | +6.4% |
| All | +19.1% | +16.9% | +2.2% | +6.4% |
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