+18.7%
QQQI vs AS
-21.9%
+40.6%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.6% | -3.4% | -0.4% |
| 7D | +0.4% | -4.9% | +5.3% | +1.2% |
| 30D | +1.0% | -19.6% | +20.6% | +4.6% |
| 3M | -1.2% | -14.4% | +13.2% | +1.0% |
| 6M | +11.6% | -20.1% | +31.7% | +14.5% |
| YTD | +11.7% | -20.9% | +32.6% | +14.4% |
| 1Y | +18.7% | -21.9% | +40.5% | +20.6% |
| All | +18.7% | -21.9% | +40.6% | +20.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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