+63.6%
SLB vs QQQI
+19.4%
+44.3%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.1% |
| 7D | +0.8% | +0.4% | +0.4% | +0.7% |
| 30D | +15.8% | +1.0% | +14.8% | +15.4% |
| 3M | -0.3% | -1.2% | +0.9% | +0.6% |
| 6M | +21.3% | +11.6% | +9.7% | +15.5% |
| YTD | +52.3% | +11.7% | +40.6% | +44.3% |
| 1Y | +63.6% | +18.7% | +44.9% | +67.1% |
| All | +63.6% | +19.4% | +44.3% | +67.1% |
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 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