+113.9%
GLD vs QQQI
+57.7%
+56.2%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +1.0% |
| 7D | +0.1% | +0.8% | -0.7% | -0.1% |
| 30D | +0.2% | +0.2% | 0.0% | +0.2% |
| 3M | +3.2% | +2.3% | +0.9% | +2.6% |
| 6M | -14.6% | +11.6% | -26.2% | -16.4% |
| YTD | +1.8% | +11.3% | -9.5% | -0.3% |
| 1Y | +20.7% | +17.4% | +3.3% | +17.7% |
| All | +113.9% | +57.7% | +56.2% | +102.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling