+93.3%
QQQ vs ALL
+151.8%
-58.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +1.0% | -2.2% | +3.2% | +1.0% |
| 30D | -0.6% | -5.6% | +4.9% | -0.6% |
| 3M | +1.3% | +17.2% | -15.9% | +0.6% |
| 6M | +18.1% | +23.2% | -5.1% | +16.7% |
| YTD | +16.9% | +23.6% | -6.7% | +15.3% |
| 1Y | +24.0% | +29.2% | -5.2% | +21.5% |
| All | +93.3% | +151.8% | -58.5% | +76.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling