+100.3%
PSX vs QQQI
+57.7%
+42.6%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.9% | +0.7% |
| 7D | +1.8% | +0.8% | +1.0% | +1.4% |
| 30D | +21.6% | +0.2% | +21.5% | +21.5% |
| 3M | +46.5% | +2.3% | +44.1% | +43.9% |
| 6M | +62.0% | +11.6% | +50.4% | +50.7% |
| YTD | +106.3% | +11.3% | +95.0% | +91.8% |
| 1Y | +103.0% | +17.4% | +85.5% | +80.6% |
| All | +100.3% | +57.7% | +42.6% | +46.4% |
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