+76.3%
LLY vs QQQI
+57.7%
+18.6%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.5% | -1.0% |
| 7D | -2.9% | -0.3% | -2.6% | -2.8% |
| 30D | -8.4% | -0.3% | -8.2% | -8.4% |
| 3M | -3.8% | +1.3% | -5.1% | -4.8% |
| 6M | +11.9% | +11.5% | +0.5% | +4.6% |
| YTD | +4.3% | +11.3% | -7.0% | -2.7% |
| 1Y | +48.5% | +16.9% | +31.6% | +34.1% |
| All | +76.3% | +57.7% | +18.6% | +27.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling