+40.5%
REGN vs QQQI
+3.6%
+37.0%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.1% | +0.2% |
| 7D | -2.5% | -4.2% | +1.7% | -2.6% |
| 30D | +21.9% | -11.6% | +33.4% | +22.4% |
| 3M | +17.3% | -6.4% | +23.6% | +16.8% |
| 6M | +25.8% | -4.7% | +30.5% | +23.1% |
| YTD | +17.6% | +3.3% | +14.3% | +11.3% |
| 1Y | +40.5% | +5.0% | +35.5% | +35.2% |
| All | +40.5% | +3.6% | +37.0% | +35.2% |
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