+56.8%
QQQI vs ALHC
+80.5%
-23.7%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.2% | -0.9% |
| 7D | -1.0% | -5.8% | +4.8% | -1.0% |
| 30D | -0.6% | -3.3% | +2.8% | -0.5% |
| 3M | +3.4% | -37.9% | +41.3% | +3.7% |
| 6M | +10.6% | -29.5% | +40.1% | +10.8% |
| YTD | +10.3% | -35.4% | +45.7% | +10.6% |
| 1Y | +16.3% | -22.4% | +38.8% | +16.4% |
| All | +56.8% | +80.5% | -23.7% | +54.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling