+29.4%
QQQI vs GLXY
+3.8%
+25.6%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.2% | +0.8% |
| 7D | -0.3% | -7.3% | +7.0% | +0.3% |
| 30D | -0.3% | +15.7% | -16.0% | -1.8% |
| 3M | +1.3% | -26.7% | +28.0% | +3.2% |
| 6M | +11.5% | +13.7% | -2.2% | +8.9% |
| YTD | +11.3% | +9.1% | +2.2% | +8.0% |
| 1Y | +16.9% | -15.5% | +32.4% | +15.3% |
| All | +29.4% | +3.8% | +25.6% | +26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GLXY.
Daily Out/Under-Performance
Portfolio return minus GLXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLXY 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 5y: compounded portfolio wealth divided by compounded GLXY 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…
5y analysis · Full analysis span regression · 6 months rolling