+56.4%
SHOP vs QQQI
+57.7%
-1.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +0.2% |
| 7D | -11.2% | -0.3% | -10.9% | -10.7% |
| 30D | -14.4% | -0.3% | -14.1% | -13.8% |
| 3M | +16.6% | +1.3% | +15.2% | +11.8% |
| 6M | -0.6% | +11.5% | -12.1% | -21.2% |
| YTD | -20.0% | +11.3% | -31.3% | -35.8% |
| 1Y | -11.2% | +16.9% | -28.1% | -34.5% |
| All | +56.4% | +57.7% | -1.2% | -23.1% |
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