+16.9%
QQQI vs GD
+12.2%
+4.7%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.4% | +0.8% |
| 7D | -0.3% | -1.0% | +0.6% | -0.3% |
| 30D | -0.3% | -9.7% | +9.4% | +0.6% |
| 3M | +1.3% | -0.4% | +1.7% | +1.4% |
| 6M | +11.5% | +1.5% | +10.0% | +11.6% |
| YTD | +11.3% | +7.1% | +4.2% | +9.5% |
| 1Y | +16.9% | +9.9% | +7.0% | +14.9% |
| All | +16.9% | +12.2% | +4.7% | +14.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling