-9.1%
IR vs QQQI
+56.3%
-65.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | +0.2% |
| 7D | -3.1% | -1.0% | -2.0% | -2.1% |
| 30D | -14.0% | -0.6% | -13.4% | -13.6% |
| 3M | +3.7% | +3.4% | +0.4% | 0.0% |
| 6M | -15.4% | +10.6% | -26.0% | -24.1% |
| YTD | -7.7% | +10.3% | -18.0% | -17.1% |
| 1Y | -8.8% | +16.3% | -25.2% | -22.7% |
| All | -9.1% | +56.3% | -65.4% | -40.5% |
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