+51.8%
QQQI vs GD
+43.9%
+7.9%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.0% |
| 7D | +3.3% | +2.7% | +0.7% | +2.8% |
| 30D | -5.8% | +8.6% | -14.4% | -7.4% |
| 3M | -5.0% | -7.1% | +2.0% | -3.5% |
| 6M | -3.2% | +7.5% | -10.6% | -5.1% |
| YTD | +6.8% | +9.9% | -3.1% | +3.7% |
| 1Y | +9.0% | +7.6% | +1.5% | +6.5% |
| All | +51.8% | +43.9% | +7.9% | +35.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling