+58.2%
QQQI vs SN
+221.6%
-163.4%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +1.1% |
| 7D | -0.3% | -7.3% | +6.9% | +1.1% |
| 30D | -0.3% | -13.6% | +13.3% | +2.4% |
| 3M | +1.3% | +18.6% | -17.2% | -2.4% |
| 6M | +11.5% | +46.0% | -34.5% | +2.4% |
| YTD | +11.3% | +43.7% | -32.4% | +2.2% |
| 1Y | +16.9% | +39.2% | -22.3% | +7.8% |
| All | +58.2% | +221.6% | -163.4% | +22.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling