+58.8%
QQQI vs GD
+41.6%
+17.1%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.8% | +2.0% | +0.6% |
| 7D | +0.4% | -5.3% | +5.7% | +1.6% |
| 30D | +1.0% | -6.4% | +7.4% | +2.4% |
| 3M | -1.2% | +5.7% | -6.9% | -2.8% |
| 6M | +11.6% | -0.9% | +12.5% | +11.8% |
| YTD | +11.7% | +8.2% | +3.5% | +8.8% |
| 1Y | +18.7% | +13.4% | +5.3% | +13.8% |
| All | +58.8% | +41.6% | +17.1% | +41.8% |
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