+58.2%
QQQI vs GWW
+46.6%
+11.6%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.7% |
| 7D | -0.3% | -3.4% | +3.0% | +0.5% |
| 30D | -0.3% | -1.9% | +1.6% | +0.2% |
| 3M | +1.3% | -2.4% | +3.7% | +1.7% |
| 6M | +11.5% | +15.7% | -4.2% | +6.3% |
| YTD | +11.3% | +27.6% | -16.3% | +2.6% |
| 1Y | +16.9% | +27.2% | -10.3% | +7.8% |
| All | +58.2% | +46.6% | +11.6% | +38.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling