+58.6%
QQQI vs GD
+40.5%
+18.1%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | +0.1% |
| 7D | +1.3% | -3.5% | +4.8% | +2.1% |
| 30D | +0.2% | -9.0% | +9.3% | +2.2% |
| 3M | +1.5% | +5.1% | -3.6% | +0.1% |
| 6M | +13.2% | -1.0% | +14.3% | +13.4% |
| YTD | +11.6% | +7.3% | +4.3% | +8.9% |
| 1Y | +18.0% | +12.4% | +5.5% | +13.4% |
| All | +58.6% | +40.5% | +18.1% | +41.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling