+43.2%
QQQI vs ETHA
-27.9%
+71.2%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETHA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.2% | -2.3% | +0.5% |
| 7D | -0.3% | +3.5% | -3.8% | -0.8% |
| 30D | -0.3% | +35.3% | -35.6% | -4.4% |
| 3M | +1.3% | +50.9% | -49.5% | -4.4% |
| 6M | +11.5% | +22.1% | -10.6% | +7.8% |
| YTD | +11.3% | -14.6% | +25.9% | +11.7% |
| 1Y | +16.9% | -42.8% | +59.7% | +22.6% |
| All | +43.2% | -27.9% | +71.2% | +37.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ETHA.
Daily Out/Under-Performance
Portfolio return minus ETHA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETHA 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 ETHA 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