+2.1%
QQQI vs ZBRA
+23.0%
-20.9%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -3.2% | -2.4% | -5.2% |
| 7D | -8.5% | -14.8% | +6.3% | -6.4% |
| 30D | -12.7% | -16.6% | +3.9% | -10.5% |
| 3M | -7.7% | -12.8% | +5.1% | -6.0% |
| 6M | -4.6% | +40.8% | -45.5% | -9.7% |
| YTD | +2.1% | +32.5% | -30.4% | -4.1% |
| 1Y | +2.1% | +20.8% | -18.7% | -1.4% |
| All | +2.1% | +23.0% | -20.9% | -1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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