+77.6%
LLY vs QQQI
+58.1%
+19.5%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.1% | -2.1% | -2.2% |
| 7D | -3.1% | +1.3% | -4.4% | -3.6% |
| 30D | -5.1% | +0.2% | -5.3% | -5.2% |
| 3M | -2.1% | +1.5% | -3.6% | -3.1% |
| 6M | +13.8% | +13.2% | +0.6% | +5.5% |
| YTD | +5.1% | +11.6% | -6.5% | -2.0% |
| 1Y | +53.1% | +18.0% | +35.1% | +37.5% |
| All | +77.6% | +58.1% | +19.5% | +27.9% |
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