+58.6%
QQQI vs SUI
+5.2%
+53.4%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | 0.0% |
| 7D | +1.3% | -3.1% | +4.4% | +1.5% |
| 30D | +0.2% | -2.3% | +2.5% | +0.3% |
| 3M | +1.5% | -2.8% | +4.3% | +1.5% |
| 6M | +13.2% | -12.4% | +25.6% | +14.6% |
| YTD | +11.6% | -3.3% | +14.9% | +11.5% |
| 1Y | +18.0% | -5.8% | +23.8% | +18.3% |
| All | +58.6% | +5.2% | +53.4% | +57.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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