+58.2%
QQQI vs ALL
+71.8%
-13.6%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.9% |
| 7D | -0.3% | -2.3% | +1.9% | -0.3% |
| 30D | -0.3% | -0.4% | +0.1% | -0.3% |
| 3M | +1.3% | +16.0% | -14.7% | +0.7% |
| 6M | +11.5% | +24.6% | -13.1% | +10.1% |
| YTD | +11.3% | +23.7% | -12.4% | +9.8% |
| 1Y | +16.9% | +27.7% | -10.9% | +14.8% |
| All | +58.2% | +71.8% | -13.6% | +57.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling