+56.8%
QQQI vs GD
+39.6%
+17.2%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.3% | -1.0% |
| 7D | -1.0% | -3.2% | +2.1% | -0.4% |
| 30D | -0.6% | -9.6% | +9.0% | +1.6% |
| 3M | +3.4% | +4.3% | -1.0% | +2.1% |
| 6M | +10.6% | +0.5% | +10.1% | +10.3% |
| YTD | +10.3% | +6.6% | +3.7% | +7.8% |
| 1Y | +16.3% | +11.6% | +4.8% | +12.0% |
| All | +56.8% | +39.6% | +17.2% | +40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 10y: compounded portfolio wealth divided by compounded GD 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…
10y analysis · Full analysis span regression · 6 months rolling