+56.8%
QQQI vs SMTC
+652.7%
-595.9%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.9% | +2.0% | -0.5% |
| 7D | -1.0% | +17.5% | -18.6% | -3.3% |
| 30D | -0.6% | +21.3% | -21.9% | -3.7% |
| 3M | +3.4% | +3.1% | +0.2% | +1.5% |
| 6M | +10.6% | +81.7% | -71.1% | -0.4% |
| YTD | +10.3% | +115.9% | -105.6% | -3.2% |
| 1Y | +16.3% | +157.8% | -141.5% | -0.8% |
| All | +56.8% | +652.7% | -595.9% | +13.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling