+58.2%
QQQI vs SU
+131.1%
-72.9%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | -0.3% | +2.2% | -2.6% | -0.7% |
| 30D | -0.3% | +8.4% | -8.7% | -1.5% |
| 3M | +1.3% | +12.1% | -10.7% | -0.4% |
| 6M | +11.5% | +19.7% | -8.2% | +7.3% |
| YTD | +11.3% | +58.4% | -47.1% | +0.3% |
| 1Y | +16.9% | +67.2% | -50.4% | +3.7% |
| All | +58.2% | +131.1% | -72.9% | +33.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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