+58.2%
QQQI vs STLA
-70.9%
+129.1%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.3% | -1.4% | +0.5% |
| 7D | -0.3% | -2.9% | +2.5% | +0.1% |
| 30D | -0.3% | +0.9% | -1.2% | -0.5% |
| 3M | +1.3% | -21.6% | +23.0% | +5.1% |
| 6M | +11.5% | -21.6% | +33.1% | +15.2% |
| YTD | +11.3% | -50.4% | +61.7% | +22.9% |
| 1Y | +16.9% | -43.6% | +60.5% | +25.0% |
| All | +58.2% | -70.9% | +129.1% | +79.5% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 5y: compounded portfolio wealth divided by compounded STLA 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…
5y analysis · Full analysis span regression · 6 months rolling