+143.1%
INTC vs QQQI
+57.7%
+85.4%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.9% | +1.7% | +0.9% |
| 7D | +7.5% | -0.3% | +7.8% | +8.3% |
| 30D | +2.0% | -0.3% | +2.3% | +2.9% |
| 3M | -12.0% | +1.3% | -13.3% | -11.8% |
| 6M | +114.5% | +11.5% | +103.1% | +87.2% |
| YTD | +179.0% | +11.3% | +167.7% | +145.2% |
| 1Y | +318.3% | +16.9% | +301.4% | +243.7% |
| All | +143.1% | +57.7% | +85.4% | +39.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling