+58.2%
QQQI vs STT
+175.7%
-117.5%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +0.8% | +1.0% | -0.1% | +0.5% |
| 30D | +0.2% | +2.8% | -2.6% | -0.9% |
| 3M | +2.3% | +18.1% | -15.8% | -3.9% |
| 6M | +11.6% | +59.2% | -47.6% | -6.4% |
| YTD | +11.3% | +51.5% | -40.2% | -5.3% |
| 1Y | +17.4% | +75.7% | -58.2% | -5.9% |
| All | +58.2% | +175.7% | -117.5% | +8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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