+12.7%
QQQI vs SOLS
+17.0%
-4.3%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | -0.3% | -3.5% | +3.1% | 0.0% |
| 30D | -0.3% | -1.0% | +0.7% | -0.2% |
| 3M | +1.3% | -24.1% | +25.4% | +3.9% |
| 6M | +11.5% | -18.0% | +29.5% | +13.0% |
| YTD | +11.3% | +27.1% | -15.8% | +9.7% |
| All | +12.7% | +17.0% | -4.3% | +10.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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