+41.2%
MAR vs QQQI
+57.7%
-16.5%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +1.1% |
| 7D | -0.5% | -0.3% | -0.2% | -0.3% |
| 30D | -5.4% | -0.3% | -5.1% | -5.3% |
| 3M | -15.5% | +1.3% | -16.8% | -16.8% |
| 6M | +3.0% | +11.5% | -8.5% | -6.8% |
| YTD | +8.5% | +11.3% | -2.8% | -1.7% |
| 1Y | +26.0% | +16.9% | +9.1% | +8.7% |
| All | +41.2% | +57.7% | -16.5% | -3.2% |
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