+58.2%
QQQI vs TECH
+0.4%
+57.8%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.9% |
| 7D | -0.3% | -0.4% | +0.1% | -0.3% |
| 30D | -0.3% | 0.0% | -0.2% | -0.3% |
| 3M | +1.3% | +33.7% | -32.3% | -2.8% |
| 6M | +11.5% | +34.9% | -23.4% | +6.0% |
| YTD | +11.3% | +23.2% | -11.9% | +7.0% |
| 1Y | +16.9% | +36.3% | -19.4% | +10.0% |
| All | +58.2% | +0.4% | +57.8% | +52.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 3y: compounded portfolio wealth divided by compounded TECH 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…
3y analysis · Full analysis span regression · 6 months rolling