-4.9%
SHOP vs QQQI
+8.3%
-13.3%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.0% | +6.3% | +6.2% |
| 7D | -9.0% | -4.2% | -4.8% | -4.3% |
| 30D | -4.4% | -7.1% | +2.7% | +4.1% |
| 3M | +24.1% | -2.7% | +26.8% | +28.6% |
| 6M | +20.0% | +2.0% | +18.0% | +12.7% |
| YTD | -4.9% | +8.2% | -13.2% | -19.0% |
| 1Y | -4.9% | +8.9% | -13.8% | -19.7% |
| All | -4.9% | +8.3% | -13.3% | -19.7% |
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