+26.1%
SMCI vs QQQI
+11.3%
+14.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.9% | +6.4% | +4.4% |
| 7D | +1.3% | -0.3% | +1.6% | +2.7% |
| 30D | +6.6% | -0.3% | +6.9% | +8.2% |
| 3M | +25.4% | +1.3% | +24.1% | +19.0% |
| 6M | +26.1% | +11.5% | +14.7% | -10.4% |
| All | +26.1% | +11.3% | +14.8% | -10.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling