+18.7%
QQQI vs JBL
+52.3%
-33.7%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | -0.2% |
| 7D | +0.4% | +3.0% | -2.6% | -0.3% |
| 30D | +1.0% | -8.3% | +9.2% | +2.7% |
| 3M | -1.2% | -16.9% | +15.7% | +2.2% |
| 6M | +11.6% | +21.8% | -10.2% | +6.2% |
| YTD | +11.7% | +36.3% | -24.6% | +4.1% |
| 1Y | +18.7% | +49.5% | -30.8% | +8.3% |
| All | +18.7% | +52.3% | -33.7% | +8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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