+16.9%
QQQI vs EXPD
+60.5%
-43.6%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +0.7% |
| 7D | -0.3% | +2.0% | -2.4% | -0.5% |
| 30D | -0.3% | +4.4% | -4.7% | -0.7% |
| 3M | +1.3% | +15.7% | -14.4% | 0.0% |
| 6M | +11.5% | +37.5% | -26.0% | +8.6% |
| YTD | +11.3% | +29.9% | -18.6% | +9.2% |
| 1Y | +16.9% | +57.8% | -40.9% | +14.7% |
| All | +16.9% | +60.5% | -43.6% | +14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 1y: compounded portfolio wealth divided by compounded EXPD 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…
1y analysis · Full analysis span regression · 6 months rolling