+12.3%
QQQ vs ALL
+42.7%
-30.4%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.9% | -1.9% | +1.9% |
| 7D | -4.6% | +7.5% | -12.2% | -2.3% |
| 30D | -8.5% | +19.7% | -28.2% | -3.0% |
| 3M | -4.3% | +2.9% | -7.2% | -3.0% |
| 6M | +3.1% | +23.5% | -20.5% | +11.0% |
| YTD | +13.0% | +31.1% | -18.1% | +22.8% |
| 1Y | +12.3% | +40.5% | -28.2% | +24.3% |
| All | +12.3% | +42.7% | -30.4% | +24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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