+22.0%
SLB vs QQQI
+56.3%
-34.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.2% |
| 7D | -2.4% | -1.0% | -1.4% | -1.7% |
| 30D | +4.9% | -0.6% | +5.4% | +5.3% |
| 3M | +1.4% | +3.4% | -1.9% | -1.7% |
| 6M | +17.6% | +10.6% | +7.0% | +8.3% |
| YTD | +48.3% | +10.3% | +38.0% | +36.6% |
| 1Y | +58.7% | +16.3% | +42.3% | +39.5% |
| All | +22.0% | +56.3% | -34.3% | -13.6% |
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