+56.8%
QQQI vs UL
+22.4%
+34.4%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.5% | -1.0% |
| 7D | -1.0% | -4.1% | +3.0% | -1.2% |
| 30D | -0.6% | -1.2% | +0.6% | -0.6% |
| 3M | +3.4% | +6.0% | -2.6% | +3.6% |
| 6M | +10.6% | -5.5% | +16.1% | +10.9% |
| YTD | +10.3% | -3.3% | +13.6% | +10.6% |
| 1Y | +16.3% | -9.8% | +26.1% | +16.8% |
| All | +56.8% | +22.4% | +34.4% | +58.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 UL 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