+91.2%
PANW vs QQQI
+57.7%
+33.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.9% | -3.2% | -3.3% |
| 7D | -0.8% | -0.3% | -0.4% | -0.4% |
| 30D | -14.6% | -0.3% | -14.3% | -14.2% |
| 3M | +18.3% | +1.3% | +16.9% | +16.6% |
| 6M | +100.5% | +11.5% | +89.0% | +77.4% |
| YTD | +79.5% | +11.3% | +68.2% | +59.0% |
| 1Y | +66.7% | +16.9% | +49.8% | +39.6% |
| All | +91.2% | +57.7% | +33.5% | +8.3% |
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