+186.6%
SLV vs QQQI
+57.7%
+128.8%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.2% | +2.5% | +2.5% |
| 7D | +2.8% | +0.8% | +2.0% | +2.2% |
| 30D | +2.2% | +0.2% | +2.1% | +2.1% |
| 3M | +2.9% | +2.3% | +0.6% | +1.3% |
| 6M | -22.4% | +11.6% | -34.0% | -27.3% |
| YTD | -5.7% | +11.3% | -17.0% | -11.3% |
| 1Y | +63.3% | +17.4% | +45.9% | +50.2% |
| All | +186.6% | +57.7% | +128.8% | +142.3% |
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