+99.3%
PSX vs QQQI
+57.7%
+41.6%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | 0.0% |
| 7D | +1.7% | -0.3% | +2.1% | +1.9% |
| 30D | +15.6% | -0.3% | +15.9% | +15.7% |
| 3M | +46.5% | +1.3% | +45.1% | +44.8% |
| 6M | +55.0% | +11.5% | +43.5% | +44.3% |
| YTD | +105.3% | +11.3% | +94.0% | +90.9% |
| 1Y | +101.6% | +16.9% | +84.7% | +80.1% |
| All | +99.3% | +57.7% | +41.6% | +45.7% |
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 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