+58.2%
QQQI vs WY
-26.2%
+84.4%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.8% |
| 7D | -0.3% | -4.2% | +3.8% | +0.3% |
| 30D | -0.3% | -10.1% | +9.8% | +1.3% |
| 3M | +1.3% | -8.5% | +9.8% | +2.5% |
| 6M | +11.5% | -3.3% | +14.8% | +11.4% |
| YTD | +11.3% | -4.4% | +15.7% | +11.1% |
| 1Y | +16.9% | -11.5% | +28.4% | +18.7% |
| All | +58.2% | -26.2% | +84.4% | +65.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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