+58.2%
QQQI vs ALLE
+25.4%
+32.8%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.5% | +0.6% |
| 7D | -0.3% | -2.4% | +2.1% | +0.1% |
| 30D | -0.3% | -7.7% | +7.4% | +1.3% |
| 3M | +1.3% | +15.2% | -13.8% | -1.9% |
| 6M | +11.5% | +5.4% | +6.1% | +9.9% |
| YTD | +11.3% | -2.9% | +14.2% | +11.3% |
| 1Y | +16.9% | -12.8% | +29.6% | +20.4% |
| All | +58.2% | +25.4% | +32.8% | +44.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded ALLE 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling