+96.0%
QLD vs QQQI
+51.3%
+44.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.0% | -1.5% | -0.2% |
| 7D | +7.0% | +3.3% | +3.7% | -0.7% |
| 30D | -14.3% | -5.8% | -8.5% | -0.4% |
| 3M | -16.0% | -5.0% | -11.0% | -3.7% |
| 6M | -14.2% | -3.2% | -11.1% | -4.3% |
| YTD | +12.8% | +6.8% | +6.0% | +1.5% |
| 1Y | +14.1% | +9.0% | +5.1% | -1.9% |
| All | +96.0% | +51.3% | +44.7% | -12.8% |
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