+2.1%
QQQI vs GWW
+53.2%
-51.1%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -2.6% | -3.1% | -5.3% |
| 7D | -8.5% | +5.8% | -14.3% | -9.0% |
| 30D | -12.7% | +13.8% | -26.5% | -14.0% |
| 3M | -7.7% | +13.2% | -20.9% | -9.0% |
| 6M | -4.6% | +28.4% | -33.0% | -8.3% |
| YTD | +2.1% | +44.7% | -42.6% | -3.4% |
| 1Y | +2.1% | +52.1% | -50.0% | -3.8% |
| All | +2.1% | +53.2% | -51.1% | -3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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