+58.2%
QQQI vs SHAK
-18.8%
+77.0%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.2% | -2.3% | +0.5% |
| 7D | -0.3% | -8.3% | +7.9% | +0.7% |
| 30D | -0.3% | -12.6% | +12.4% | +1.3% |
| 3M | +1.3% | +9.1% | -7.8% | -0.2% |
| 6M | +11.5% | -31.2% | +42.7% | +15.5% |
| YTD | +11.3% | -21.6% | +32.9% | +12.6% |
| 1Y | +16.9% | -38.8% | +55.7% | +22.7% |
| All | +58.2% | -18.8% | +77.0% | +60.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 SHAK 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