+58.2%
QQQI vs ALHC
+78.4%
-20.2%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.1% | +0.9% |
| 7D | -0.3% | -6.9% | +6.5% | -0.3% |
| 30D | -0.3% | -6.7% | +6.4% | -0.2% |
| 3M | +1.3% | -37.7% | +39.0% | +1.7% |
| 6M | +11.5% | -30.0% | +41.5% | +11.7% |
| YTD | +11.3% | -36.2% | +47.4% | +11.6% |
| 1Y | +16.9% | -22.9% | +39.8% | +16.9% |
| All | +58.2% | +78.4% | -20.2% | +55.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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