+49.7%
JNJ vs QQQI
+2.7%
+47.0%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -5.7% | +4.2% | -2.9% |
| 7D | -1.0% | -8.5% | +7.5% | -3.4% |
| 30D | +6.9% | -12.7% | +19.6% | +2.8% |
| 3M | +6.2% | -7.7% | +13.9% | +4.0% |
| 6M | +22.0% | -4.6% | +26.7% | +19.9% |
| YTD | +33.7% | +2.1% | +31.6% | +31.2% |
| 1Y | +49.7% | +2.1% | +47.6% | +47.3% |
| All | +49.7% | +2.7% | +47.0% | +47.3% |
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 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