+18.7%
QQQI vs ZCMD
-99.9%
+118.6%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZCMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.8% | +3.9% | +0.2% |
| 7D | +0.4% | -8.0% | +8.4% | +0.5% |
| 30D | +1.0% | -27.9% | +28.9% | +1.2% |
| 3M | -1.2% | -74.6% | +73.4% | -1.3% |
| 6M | +11.6% | -99.5% | +111.1% | +13.1% |
| YTD | +11.7% | -99.7% | +111.4% | +14.1% |
| 1Y | +18.7% | -99.9% | +118.6% | +22.0% |
| All | +18.7% | -99.9% | +118.6% | +22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ZCMD.
Daily Out/Under-Performance
Portfolio return minus ZCMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZCMD 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 ZCMD 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