-4.5%
ISRG vs QQQI
+56.3%
-60.8%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.9% | +2.9% | +2.9% |
| 7D | -2.5% | -1.0% | -1.5% | -1.6% |
| 30D | -10.2% | -0.6% | -9.6% | -9.7% |
| 3M | -12.5% | +3.4% | -15.9% | -16.0% |
| 6M | -25.8% | +10.6% | -36.4% | -34.1% |
| YTD | -36.4% | +10.3% | -46.7% | -43.2% |
| 1Y | -19.9% | +16.3% | -36.2% | -32.8% |
| All | -4.5% | +56.3% | -60.8% | -39.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling