+121.3%
GOOG vs QQQI
+57.7%
+63.6%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +0.6% |
| 7D | 0.0% | -0.3% | +0.4% | +0.4% |
| 30D | -2.0% | -0.3% | -1.7% | -1.7% |
| 3M | -5.9% | +1.3% | -7.2% | -7.3% |
| 6M | +8.9% | +11.5% | -2.6% | -3.5% |
| YTD | +7.1% | +11.3% | -4.2% | -5.0% |
| 1Y | +39.7% | +16.9% | +22.8% | +17.7% |
| All | +121.3% | +57.7% | +63.6% | +35.3% |
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