+64.8%
META vs QQQI
+57.7%
+7.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.2% | +6.8% | +6.9% |
| 7D | +10.3% | +0.8% | +9.4% | +9.1% |
| 30D | +9.9% | +0.2% | +9.7% | +9.6% |
| 3M | +11.9% | +2.3% | +9.6% | +7.8% |
| 6M | +1.2% | +11.6% | -10.4% | -13.7% |
| YTD | -0.8% | +11.3% | -12.1% | -15.0% |
| 1Y | -14.3% | +17.4% | -31.8% | -32.0% |
| All | +64.8% | +57.7% | +7.1% | -18.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling