+58.2%
QQQI vs EXR
+3.2%
+55.0%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.5% | +2.3% | +0.1% |
| 7D | +0.8% | -3.1% | +3.9% | +1.3% |
| 30D | +0.2% | -7.5% | +7.7% | +1.2% |
| 3M | +2.3% | -7.5% | +9.8% | +3.3% |
| 6M | +11.6% | -5.2% | +16.8% | +11.9% |
| YTD | +11.3% | +6.5% | +4.8% | +9.2% |
| 1Y | +17.4% | -2.0% | +19.4% | +16.9% |
| All | +58.2% | +3.2% | +55.0% | +52.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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