+56.8%
QQQI vs ALB
+4.9%
+51.9%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.0% | +2.1% | -0.5% |
| 7D | -1.0% | -7.6% | +6.6% | -0.1% |
| 30D | -0.6% | -5.6% | +5.0% | 0.0% |
| 3M | +3.4% | -16.8% | +20.2% | +5.4% |
| 6M | +10.6% | -26.3% | +36.9% | +13.7% |
| YTD | +10.3% | -13.2% | +23.5% | +10.5% |
| 1Y | +16.3% | +68.8% | -52.5% | +6.0% |
| All | +56.8% | +4.9% | +51.9% | +41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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