+36.0%
QQQI vs ADVB
-89.8%
+125.7%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -7.5% | +8.3% | +0.9% |
| 7D | -0.3% | -12.3% | +11.9% | -0.3% |
| 30D | -0.3% | +7.8% | -8.0% | -0.3% |
| 3M | +1.3% | +104.2% | -102.9% | -0.4% |
| 6M | +11.5% | +58.1% | -46.6% | +9.4% |
| YTD | +11.3% | +40.2% | -29.0% | +9.4% |
| 1Y | +16.9% | -16.1% | +33.0% | +16.0% |
| All | +36.0% | -89.8% | +125.7% | +54.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 ADVB 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