+8.9%
QQQI vs ALL
+42.7%
-33.8%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.9% | -1.9% | +1.8% |
| 7D | -4.2% | +7.5% | -11.8% | -2.3% |
| 30D | -7.1% | +19.7% | -26.8% | -2.4% |
| 3M | -2.7% | +2.9% | -5.6% | -1.5% |
| 6M | +2.0% | +23.5% | -21.5% | +8.4% |
| YTD | +8.2% | +31.1% | -22.9% | +15.8% |
| 1Y | +8.9% | +40.5% | -31.6% | +18.6% |
| All | +8.9% | +42.7% | -33.8% | +18.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 1y: compounded portfolio wealth divided by compounded ALL 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…
1y analysis · Full analysis span regression · 6 months rolling