+416.5%
GLW vs QQQI
+56.3%
+360.2%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.9% | -2.3% | -1.8% |
| 7D | +11.7% | -1.0% | +12.8% | +13.6% |
| 30D | +2.7% | -0.6% | +3.2% | +3.7% |
| 3M | -2.8% | +3.4% | -6.2% | -4.4% |
| 6M | +20.2% | +10.6% | +9.5% | +10.7% |
| YTD | +87.3% | +10.3% | +77.0% | +74.0% |
| 1Y | +119.6% | +16.3% | +103.2% | +94.3% |
| All | +416.5% | +56.3% | +360.2% | +279.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling