-2.8%
QQQI vs XE
-70.1%
+67.3%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -10.4% | +4.8% | -4.7% |
| 7D | -8.5% | -23.1% | +14.6% | -6.4% |
| 30D | -12.7% | -41.7% | +29.0% | -8.9% |
| 3M | -7.7% | -52.8% | +45.1% | -2.7% |
| 6M | -4.6% | -68.4% | +63.7% | +1.1% |
| All | -2.8% | -70.1% | +67.3% | +3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XE.
Daily Out/Under-Performance
Portfolio return minus XE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XE 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 XE 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