+4.4%
GOOGL vs QQQI
+8.3%
-4.0%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.0% | +2.2% | +2.3% |
| 7D | -11.1% | -4.2% | -6.8% | -7.3% |
| 30D | -16.6% | -7.1% | -9.5% | -10.7% |
| 3M | -23.4% | -2.7% | -20.8% | -21.4% |
| 6M | -24.5% | +2.0% | -26.5% | -26.9% |
| YTD | -7.5% | +8.2% | -15.7% | -16.8% |
| 1Y | +4.4% | +8.9% | -4.5% | -6.8% |
| All | +4.4% | +8.3% | -4.0% | -6.8% |
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 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