+171.4%
SLV vs QQQI
+56.3%
+115.1%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.9% | -4.4% | -4.6% |
| 7D | -5.0% | -1.0% | -4.0% | -4.3% |
| 30D | -1.8% | -0.6% | -1.2% | -1.3% |
| 3M | -0.3% | +3.4% | -3.6% | -2.4% |
| 6M | -28.2% | +10.6% | -38.8% | -32.3% |
| YTD | -10.7% | +10.3% | -21.0% | -15.4% |
| 1Y | +53.7% | +16.3% | +37.4% | +42.4% |
| All | +171.4% | +56.3% | +115.1% | +131.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling