+23.9%
MSFT vs QQQI
+57.7%
-33.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.2% | -0.1% |
| 7D | -0.8% | -0.3% | -0.5% | -0.5% |
| 30D | +0.8% | -0.3% | +1.1% | +1.1% |
| 3M | +27.2% | +1.3% | +25.9% | +24.8% |
| 6M | +22.9% | +11.5% | +11.4% | +10.1% |
| YTD | +3.1% | +11.3% | -8.2% | -7.4% |
| 1Y | -0.3% | +16.9% | -17.1% | -14.7% |
| All | +23.9% | +57.7% | -33.8% | -21.8% |
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