+58.2%
QQQI vs SPMO
+115.6%
-57.4%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.4% | +0.5% |
| 7D | -0.3% | -0.9% | +0.6% | +0.3% |
| 30D | -0.3% | -1.9% | +1.6% | +1.0% |
| 3M | +1.3% | -1.4% | +2.7% | +1.6% |
| 6M | +11.5% | +25.5% | -14.0% | -7.5% |
| YTD | +11.3% | +24.8% | -13.6% | -7.4% |
| 1Y | +16.9% | +24.5% | -7.6% | -2.6% |
| All | +58.2% | +115.6% | -57.4% | -10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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