+46.2%
SLB vs QQQI
+8.3%
+37.9%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.0% | -2.1% | -1.4% |
| 7D | -4.1% | -4.2% | +0.2% | -2.6% |
| 30D | +2.5% | -7.1% | +9.6% | +5.2% |
| 3M | +2.0% | -2.7% | +4.7% | +2.9% |
| 6M | -6.3% | +2.0% | -8.3% | -7.3% |
| YTD | +36.5% | +8.2% | +28.3% | +31.5% |
| 1Y | +46.2% | +8.9% | +37.4% | +41.1% |
| All | +46.2% | +8.3% | +37.9% | +41.1% |
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