+58.2%
QQQI vs ABCL
+94.5%
-36.3%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ABCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.1% | -3.2% | +0.6% |
| 7D | -0.3% | -4.7% | +4.4% | 0.0% |
| 30D | -0.3% | +5.2% | -5.4% | -0.9% |
| 3M | +1.3% | +106.6% | -105.3% | -5.6% |
| 6M | +11.5% | +198.4% | -186.9% | 0.0% |
| YTD | +11.3% | +218.4% | -207.1% | -1.4% |
| 1Y | +16.9% | +136.2% | -119.3% | +5.7% |
| All | +58.2% | +94.5% | -36.3% | +34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ABCL.
Daily Out/Under-Performance
Portfolio return minus ABCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABCL 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 10y: compounded portfolio wealth divided by compounded ABCL 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…
10y analysis · Full analysis span regression · 6 months rolling