-21.8%
SMCI vs QQQI
+57.7%
-79.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.9% | +6.4% | +5.0% |
| 7D | +1.3% | -0.3% | +1.6% | +2.4% |
| 30D | +6.6% | -0.3% | +6.9% | +8.0% |
| 3M | +25.4% | +1.3% | +24.1% | +22.5% |
| 6M | +26.1% | +11.5% | +14.7% | +3.4% |
| YTD | +37.0% | +11.3% | +25.7% | +13.1% |
| 1Y | -8.8% | +16.9% | -25.6% | -32.5% |
| All | -21.8% | +57.7% | -79.5% | -75.1% |
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 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