+66.3%
ROST vs QQQI
+57.7%
+8.6%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.9% | +1.4% | +1.9% |
| 7D | +0.2% | -0.3% | +0.6% | +0.4% |
| 30D | -6.9% | -0.3% | -6.6% | -6.8% |
| 3M | -3.3% | +1.3% | -4.7% | -4.3% |
| 6M | +9.0% | +11.5% | -2.4% | +1.7% |
| YTD | +28.9% | +11.3% | +17.6% | +20.2% |
| 1Y | +54.0% | +16.9% | +37.1% | +39.3% |
| All | +66.3% | +57.7% | +8.6% | +25.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling