-20.4%
INFY vs QQQI
+2.7%
-23.1%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -5.7% | +10.2% | +3.4% |
| 7D | +4.9% | -8.5% | +13.4% | +3.3% |
| 30D | +21.3% | -12.7% | +34.0% | +19.0% |
| 3M | +2.6% | -7.7% | +10.3% | +0.8% |
| 6M | +4.9% | -4.6% | +9.6% | +1.1% |
| YTD | -26.6% | +2.1% | -28.7% | -31.8% |
| 1Y | -20.4% | +2.1% | -22.4% | -26.3% |
| All | -20.4% | +2.7% | -23.1% | -26.3% |
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 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