+58.2%
QQQI vs SPXU
-74.2%
+132.4%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.4% | +3.3% | 0.0% |
| 7D | -0.3% | +2.5% | -2.8% | +0.6% |
| 30D | -0.3% | +4.2% | -4.5% | +1.3% |
| 3M | +1.3% | -9.3% | +10.6% | -1.2% |
| 6M | +11.5% | -30.7% | +42.2% | +0.2% |
| YTD | +11.3% | -28.1% | +39.4% | +1.8% |
| 1Y | +16.9% | -35.2% | +52.1% | +4.1% |
| All | +58.2% | -74.2% | +132.4% | +13.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling