-7.9%
PYPL vs QQQI
+8.3%
-16.2%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.0% | +2.4% | +3.0% |
| 7D | +6.5% | -4.2% | +10.7% | +8.4% |
| 30D | +10.6% | -7.1% | +17.7% | +14.3% |
| 3M | +3.1% | -2.7% | +5.7% | +4.1% |
| 6M | +20.2% | +2.0% | +18.2% | +15.3% |
| YTD | +4.0% | +8.2% | -4.2% | -4.6% |
| 1Y | -7.9% | +8.9% | -16.8% | -16.0% |
| All | -7.9% | +8.3% | -16.2% | -16.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling