+37.1%
QLD vs QQQI
+15.9%
+21.2%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -0.1% |
| 7D | -2.6% | -1.0% | -1.6% | -0.2% |
| 30D | -3.3% | -0.6% | -2.7% | -1.8% |
| 3M | +1.8% | +3.4% | -1.6% | -4.4% |
| 6M | +29.7% | +10.6% | +19.1% | +5.9% |
| YTD | +25.1% | +10.3% | +14.8% | +3.4% |
| 1Y | +37.1% | +16.3% | +20.8% | -1.1% |
| All | +37.1% | +15.9% | +21.2% | -1.1% |
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 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