+58.2%
QQQI vs ESTC
-29.4%
+87.7%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ESTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.1% | +1.8% | 0.0% |
| 7D | +0.8% | -3.3% | +4.2% | +1.2% |
| 30D | +0.2% | +13.4% | -13.3% | -1.8% |
| 3M | +2.3% | +41.3% | -39.0% | -2.7% |
| 6M | +11.6% | +62.6% | -51.0% | +3.7% |
| YTD | +11.3% | +14.8% | -3.5% | +8.2% |
| 1Y | +17.4% | -5.1% | +22.5% | +17.1% |
| All | +58.2% | -29.4% | +87.7% | +55.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling