+174.3%
SLV vs QQQI
+57.7%
+116.6%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +0.4% |
| 7D | -2.8% | -0.3% | -2.5% | -2.6% |
| 30D | -1.6% | -0.3% | -1.3% | -1.3% |
| 3M | -4.4% | +1.3% | -5.8% | -5.2% |
| 6M | -25.4% | +11.5% | -36.9% | -30.1% |
| YTD | -9.8% | +11.3% | -21.1% | -15.0% |
| 1Y | +53.8% | +16.9% | +36.9% | +41.8% |
| All | +174.3% | +57.7% | +116.6% | +132.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling