-49.7%
INTU vs QQQI
+58.1%
-107.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.1% | -4.0% | -4.1% |
| 7D | -7.5% | +1.3% | -8.9% | -8.3% |
| 30D | -1.9% | +0.2% | -2.2% | -2.1% |
| 3M | +4.9% | +1.5% | +3.4% | +3.0% |
| 6M | -33.2% | +13.2% | -46.5% | -40.5% |
| YTD | -51.4% | +11.6% | -63.0% | -56.1% |
| 1Y | -52.0% | +18.0% | -70.0% | -58.9% |
| All | -49.7% | +58.1% | -107.8% | -68.0% |
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