+58.2%
QQQI vs ILMN
+46.7%
+11.5%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ILMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.6% | -1.7% | +0.6% |
| 7D | -0.3% | -5.4% | +5.0% | +0.3% |
| 30D | -0.3% | +7.0% | -7.3% | -1.2% |
| 3M | +1.3% | +24.2% | -22.9% | -1.6% |
| 6M | +11.5% | +69.9% | -58.4% | +3.8% |
| YTD | +11.3% | +57.4% | -46.1% | +4.3% |
| 1Y | +16.9% | +107.9% | -91.0% | +4.7% |
| All | +58.2% | +46.7% | +11.5% | +38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ILMN.
Daily Out/Under-Performance
Portfolio return minus ILMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ILMN 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 10y: compounded portfolio wealth divided by compounded ILMN 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…
10y analysis · Full analysis span regression · 6 months rolling