+136.9%
INTC vs QQQI
+56.3%
+80.6%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.9% | -4.7% | -3.8% |
| 7D | +9.4% | -1.0% | +10.5% | +11.8% |
| 30D | +2.7% | -0.6% | +3.2% | +4.2% |
| 3M | -6.3% | +3.4% | -9.6% | -9.0% |
| 6M | +114.5% | +10.6% | +103.8% | +90.0% |
| YTD | +171.9% | +10.3% | +161.6% | +143.0% |
| 1Y | +305.0% | +16.3% | +288.7% | +236.3% |
| All | +136.9% | +56.3% | +80.6% | +38.2% |
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