-6.6%
IR vs QQQI
+58.1%
-64.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.5% | -1.6% |
| 7D | +0.6% | +1.3% | -0.7% | -0.6% |
| 30D | -13.6% | +0.2% | -13.8% | -13.8% |
| 3M | +3.7% | +1.5% | +2.2% | +1.8% |
| 6M | -13.1% | +13.2% | -26.3% | -23.7% |
| YTD | -5.1% | +11.6% | -16.7% | -15.7% |
| 1Y | -6.5% | +18.0% | -24.5% | -21.8% |
| All | -6.6% | +58.1% | -64.7% | -39.5% |
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 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