-5.0%
SHOP vs QQQI
+13.9%
-18.9%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.2% | -5.2% | -5.3% |
| 7D | -10.6% | +0.8% | -11.5% | -11.1% |
| 30D | -18.3% | +0.2% | -18.4% | -18.3% |
| 3M | +14.8% | +2.3% | +12.5% | +12.3% |
| 6M | -5.0% | +11.6% | -16.6% | -21.0% |
| All | -5.0% | +13.9% | -18.9% | -21.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling