+58.2%
QQQI vs SMTC
+691.1%
-632.9%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.1% | -4.2% | +0.2% |
| 7D | -0.3% | +13.1% | -13.4% | -2.1% |
| 30D | -0.3% | +19.5% | -19.7% | -3.2% |
| 3M | +1.3% | +2.2% | -0.9% | -0.4% |
| 6M | +11.5% | +94.9% | -83.4% | -0.5% |
| YTD | +11.3% | +127.0% | -115.7% | -3.0% |
| 1Y | +16.9% | +174.6% | -157.7% | -1.2% |
| All | +58.2% | +691.1% | -632.9% | +13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 5y: compounded portfolio wealth divided by compounded SMTC 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…
5y analysis · Full analysis span regression · 6 months rolling