+16.9%
QQQI vs WING
-58.1%
+75.0%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +6.0% | -5.1% | +0.7% |
| 7D | -0.3% | +7.2% | -7.6% | -0.6% |
| 30D | -0.3% | +4.8% | -5.1% | -0.5% |
| 3M | +1.3% | -23.7% | +25.0% | +2.4% |
| 6M | +11.5% | -43.6% | +55.1% | +14.4% |
| YTD | +11.3% | -50.6% | +61.9% | +14.6% |
| 1Y | +16.9% | -57.0% | +73.9% | +22.2% |
| All | +16.9% | -58.1% | +75.0% | +22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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