+11.5%
QQQI vs EXE
-8.8%
+20.2%
-9.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.1% | +3.0% | +0.7% |
| 7D | -0.3% | -3.1% | +2.8% | -0.7% |
| 30D | -0.3% | -0.9% | +0.6% | -0.4% |
| 3M | +1.3% | +9.6% | -8.2% | +2.3% |
| 6M | +11.5% | -11.6% | +23.1% | +10.1% |
| All | +11.5% | -8.8% | +20.2% | +10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 6mo: compounded portfolio wealth divided by compounded EXE 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…
6mo analysis · Full analysis span regression · 6 months rolling