+56.8%
QQQI vs QS
-27.0%
+83.8%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.8% |
| 7D | -1.0% | -5.0% | +3.9% | -0.7% |
| 30D | -0.6% | -18.3% | +17.7% | +0.9% |
| 3M | +3.4% | -26.0% | +29.4% | +5.4% |
| 6M | +10.6% | -24.0% | +34.7% | +12.3% |
| YTD | +10.3% | -50.3% | +60.6% | +14.6% |
| 1Y | +16.3% | -38.0% | +54.3% | +18.2% |
| All | +56.8% | -27.0% | +83.8% | +48.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 QS 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