+96.2%
QQQ vs C
+269.1%
-172.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | +0.2% |
| 7D | +1.5% | +3.2% | -1.7% | +0.3% |
| 30D | -0.6% | +1.3% | -1.9% | -1.2% |
| 3M | +0.4% | +3.1% | -2.7% | -1.0% |
| 6M | +20.1% | +29.6% | -9.6% | +8.0% |
| YTD | +17.2% | +19.0% | -1.7% | +8.4% |
| 1Y | +24.7% | +45.6% | -21.0% | +5.9% |
| 3Y | +96.2% | +269.3% | -173.1% | +21.7% |
| All | +96.2% | +269.1% | -172.9% | +21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 C 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