+18.7%
QQQI vs SN
+46.4%
-27.7%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.3% |
| 7D | +0.4% | -9.3% | +9.7% | +1.7% |
| 30D | +1.0% | -4.8% | +5.8% | +1.6% |
| 3M | -1.2% | +40.4% | -41.6% | -6.0% |
| 6M | +11.6% | +50.9% | -39.3% | +4.3% |
| YTD | +11.7% | +54.9% | -43.3% | +4.1% |
| 1Y | +18.7% | +43.0% | -24.4% | +9.5% |
| All | +18.7% | +46.4% | -27.7% | +9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 1y: compounded portfolio wealth divided by compounded SN 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…
1y analysis · Full analysis span regression · 6 months rolling