-3.5%
IR vs QQQI
+19.4%
-22.8%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.2% |
| 7D | -2.8% | +0.4% | -3.2% | -3.1% |
| 30D | -15.1% | +1.0% | -16.1% | -15.7% |
| 3M | +6.1% | -1.2% | +7.3% | +6.7% |
| 6M | -16.8% | +11.6% | -28.4% | -24.9% |
| YTD | -3.5% | +11.7% | -15.2% | -13.3% |
| 1Y | -3.5% | +18.7% | -22.2% | -19.8% |
| All | -3.5% | +19.4% | -22.8% | -19.8% |
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