+80.7%
JNJ vs QQQI
+57.7%
+23.0%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.1% |
| 7D | -3.5% | -0.3% | -3.2% | -3.6% |
| 30D | +2.3% | -0.3% | +2.6% | +2.3% |
| 3M | +12.0% | +1.3% | +10.6% | +12.4% |
| 6M | +10.5% | +11.5% | -1.0% | +11.8% |
| YTD | +30.4% | +11.3% | +19.1% | +31.9% |
| 1Y | +52.1% | +16.9% | +35.3% | +54.7% |
| All | +80.7% | +57.7% | +23.0% | +85.5% |
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