+58.2%
QQQI vs ESTC
-32.0%
+90.2%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ESTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | -0.3% | -9.2% | +8.8% | +0.8% |
| 30D | -0.3% | +8.1% | -8.4% | -1.7% |
| 3M | +1.3% | +38.5% | -37.1% | -3.4% |
| 6M | +11.5% | +57.8% | -46.3% | +4.0% |
| YTD | +11.3% | +10.5% | +0.7% | +8.7% |
| 1Y | +16.9% | -6.4% | +23.2% | +16.6% |
| All | +58.2% | -32.0% | +90.2% | +55.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ESTC.
Daily Out/Under-Performance
Portfolio return minus ESTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESTC 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 ESTC 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