+25.0%
O vs QQQI
+56.3%
-31.2%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.9% |
| 7D | -3.5% | -1.0% | -2.5% | -3.5% |
| 30D | -3.3% | -0.6% | -2.8% | -3.3% |
| 3M | -2.8% | +3.4% | -6.2% | -2.9% |
| 6M | -5.8% | +10.6% | -16.4% | -6.1% |
| YTD | +9.4% | +10.3% | -0.9% | +8.9% |
| 1Y | +5.7% | +16.3% | -10.7% | +4.9% |
| All | +25.0% | +56.3% | -31.2% | +21.1% |
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