+9.0%
MSFT vs QQQI
+8.3%
+0.6%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.0% | +5.7% | +6.0% |
| 7D | +4.7% | -4.2% | +8.9% | +7.7% |
| 30D | +5.8% | -7.1% | +12.9% | +11.1% |
| 3M | +13.0% | -2.7% | +15.7% | +15.0% |
| 6M | +34.9% | +2.0% | +32.9% | +29.9% |
| YTD | +15.7% | +8.2% | +7.4% | +6.0% |
| 1Y | +9.0% | +8.9% | +0.1% | -0.7% |
| All | +9.0% | +8.3% | +0.6% | -0.7% |
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