+58.2%
QQQI vs SIRI
-37.5%
+95.7%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.8% |
| 7D | -0.3% | +0.6% | -0.9% | -0.4% |
| 30D | -0.3% | +2.5% | -2.8% | -0.6% |
| 3M | +1.3% | +6.6% | -5.3% | +0.4% |
| 6M | +11.5% | +32.9% | -21.4% | +7.5% |
| YTD | +11.3% | +50.5% | -39.2% | +5.5% |
| 1Y | +16.9% | +28.0% | -11.1% | +12.9% |
| All | +58.2% | -37.5% | +95.7% | +55.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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