+7.8%
QQQM vs QQQI
+3.6%
+4.3%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.2% | 0.0% | -0.1% |
| 7D | -5.0% | -4.2% | -0.7% | -0.1% |
| 30D | -13.4% | -11.6% | -1.8% | -0.1% |
| 3M | -8.1% | -6.4% | -1.7% | -0.8% |
| 6M | -5.4% | -4.7% | -0.7% | +0.3% |
| YTD | +7.2% | +3.3% | +3.9% | +4.0% |
| 1Y | +7.8% | +5.0% | +2.8% | +2.8% |
| All | +7.8% | +3.6% | +4.3% | +2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 QQQI 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