+7.7%
SHW vs QQQI
+57.7%
-50.0%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +1.0% | +1.4% |
| 7D | -3.1% | -0.3% | -2.8% | -2.9% |
| 30D | -10.0% | -0.3% | -9.8% | -9.9% |
| 3M | +2.3% | +1.3% | +0.9% | +1.3% |
| 6M | +0.7% | +11.5% | -10.8% | -5.6% |
| YTD | +0.5% | +11.3% | -10.8% | -5.8% |
| 1Y | -11.5% | +16.9% | -28.4% | -19.4% |
| All | +7.7% | +57.7% | -50.0% | -17.9% |
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