+14.8%
QQQI vs WOLF
+44.0%
-29.2%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WOLF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.0% | -2.1% | +0.7% |
| 7D | -0.3% | -8.6% | +8.2% | +0.3% |
| 30D | -0.3% | -18.3% | +18.0% | +1.0% |
| 3M | +1.3% | -43.1% | +44.4% | +4.0% |
| 6M | +11.5% | +42.4% | -30.9% | +6.8% |
| YTD | +11.3% | +48.9% | -37.6% | +6.1% |
| All | +14.8% | +44.0% | -29.2% | +9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WOLF.
Daily Out/Under-Performance
Portfolio return minus WOLF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WOLF 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 5y: compounded portfolio wealth divided by compounded WOLF 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…
5y analysis · Full analysis span regression · 6 months rolling