-14.3%
META vs QQQI
+17.5%
-31.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.2% | +6.8% | +6.8% |
| 7D | +10.3% | +0.8% | +9.4% | +9.4% |
| 30D | +9.9% | +0.2% | +9.7% | +9.7% |
| 3M | +11.9% | +2.3% | +9.6% | +9.3% |
| 6M | +1.2% | +11.6% | -10.4% | -13.2% |
| YTD | -0.8% | +11.3% | -12.1% | -14.4% |
| 1Y | -14.3% | +17.4% | -31.8% | -30.4% |
| All | -14.3% | +17.5% | -31.8% | -30.4% |
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