+425.5%
GLW vs QQQI
+58.1%
+367.5%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -0.1% | +7.6% | +7.7% |
| 7D | +14.0% | +1.3% | +12.7% | +11.8% |
| 30D | +0.4% | +0.2% | +0.1% | +0.2% |
| 3M | -11.3% | +1.5% | -12.8% | -10.8% |
| 6M | +35.1% | +13.2% | +21.8% | +20.7% |
| YTD | +90.5% | +11.6% | +79.0% | +73.9% |
| 1Y | +132.0% | +18.0% | +114.0% | +101.2% |
| All | +425.5% | +58.1% | +367.5% | +279.7% |
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