+58.2%
QQQI vs CDW
-30.2%
+88.4%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +7.8% | -7.0% | -0.4% |
| 7D | -0.3% | +0.9% | -1.3% | -0.6% |
| 30D | -0.3% | +13.1% | -13.3% | -2.5% |
| 3M | +1.3% | +19.7% | -18.3% | -2.4% |
| 6M | +11.5% | +30.7% | -19.2% | +3.6% |
| YTD | +11.3% | +14.7% | -3.4% | +6.9% |
| 1Y | +16.9% | -5.3% | +22.2% | +18.7% |
| All | +58.2% | -30.2% | +88.4% | +63.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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