+8.9%
QQQI vs USFD
+49.6%
-40.7%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +8.5% | -7.5% | +1.1% |
| 7D | -4.2% | +7.8% | -12.1% | -4.2% |
| 30D | -7.1% | +16.2% | -23.2% | -7.0% |
| 3M | -2.7% | +11.0% | -13.7% | -2.6% |
| 6M | +2.0% | +20.7% | -18.7% | +2.0% |
| YTD | +8.2% | +46.0% | -37.7% | +4.6% |
| 1Y | +8.9% | +49.8% | -40.9% | +4.3% |
| All | +8.9% | +49.6% | -40.7% | +4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 1y: compounded portfolio wealth divided by compounded USFD 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…
1y analysis · Full analysis span regression · 6 months rolling