+54.0%
SHOP vs QQQI
+57.7%
-3.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.2% | -5.2% | -5.1% |
| 7D | -10.6% | +0.8% | -11.5% | -11.8% |
| 30D | -18.3% | +0.2% | -18.4% | -18.4% |
| 3M | +14.8% | +2.3% | +12.5% | +8.0% |
| 6M | -5.0% | +11.6% | -16.6% | -24.8% |
| YTD | -21.2% | +11.3% | -32.5% | -36.8% |
| 1Y | -11.6% | +17.4% | -29.0% | -35.4% |
| All | +54.0% | +57.7% | -3.7% | -24.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling