+2.1%
QQQI vs SPXU
-21.6%
+23.7%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +13.2% | -18.9% | -0.2% |
| 7D | -8.5% | +14.2% | -22.7% | -2.6% |
| 30D | -12.7% | +19.3% | -32.0% | -5.3% |
| 3M | -7.7% | +16.2% | -23.9% | -0.6% |
| 6M | -4.6% | -3.5% | -1.2% | -3.2% |
| YTD | +2.1% | -19.2% | +21.3% | -1.5% |
| 1Y | +2.1% | -20.7% | +22.7% | -1.7% |
| All | +2.1% | -21.6% | +23.7% | -1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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