+16.9%
QQQI vs STLD
+82.8%
-66.0%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.3% | +0.7% |
| 7D | -0.3% | -0.9% | +0.6% | -0.2% |
| 30D | -0.3% | -8.9% | +8.6% | +0.9% |
| 3M | +1.3% | -14.0% | +15.4% | +3.6% |
| 6M | +11.5% | +30.8% | -19.3% | +5.0% |
| YTD | +11.3% | +42.3% | -31.0% | +3.0% |
| 1Y | +16.9% | +81.1% | -64.2% | +4.6% |
| All | +16.9% | +82.8% | -66.0% | +4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside STLD.
Daily Out/Under-Performance
Portfolio return minus STLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLD 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 STLD 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