+58.2%
QQQI vs A
+12.8%
+45.4%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.7% | -1.8% | +0.3% |
| 7D | -0.3% | -2.6% | +2.3% | +0.2% |
| 30D | -0.3% | -0.9% | +0.6% | -0.2% |
| 3M | +1.3% | +13.6% | -12.3% | -1.8% |
| 6M | +11.5% | +27.8% | -16.3% | +4.3% |
| YTD | +11.3% | +8.6% | +2.7% | +8.7% |
| 1Y | +16.9% | +16.9% | 0.0% | +11.5% |
| All | +58.2% | +12.8% | +45.4% | +49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 5y: compounded portfolio wealth divided by compounded A 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…
5y analysis · Full analysis span regression · 6 months rolling