+58.2%
QQQI vs EXPD
+56.9%
+1.3%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +0.5% |
| 7D | -0.3% | +2.0% | -2.4% | -0.7% |
| 30D | -0.3% | +4.4% | -4.7% | -1.1% |
| 3M | +1.3% | +15.7% | -14.4% | -1.7% |
| 6M | +11.5% | +37.5% | -26.0% | +4.2% |
| YTD | +11.3% | +29.9% | -18.6% | +4.8% |
| 1Y | +16.9% | +57.8% | -40.9% | +4.5% |
| All | +58.2% | +56.9% | +1.3% | +37.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling