+8.9%
QQQI vs WAB
+46.5%
-37.7%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.1% | -0.1% | +0.7% |
| 7D | -4.2% | +4.5% | -8.8% | -5.3% |
| 30D | -7.1% | +1.1% | -8.1% | -7.4% |
| 3M | -2.7% | -1.3% | -1.4% | -2.5% |
| 6M | +2.0% | +12.7% | -10.7% | -1.4% |
| YTD | +8.2% | +38.7% | -30.4% | -3.5% |
| 1Y | +8.9% | +44.9% | -36.1% | -5.1% |
| All | +8.9% | +46.5% | -37.7% | -5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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