+96.2%
SMH vs QQQI
+19.4%
+76.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.4% | +2.2% |
| 7D | +2.5% | +0.4% | +2.1% | +1.6% |
| 30D | -0.5% | +1.0% | -1.4% | -2.4% |
| 3M | -9.6% | -1.2% | -8.4% | -5.6% |
| 6M | +42.1% | +11.6% | +30.5% | +18.0% |
| YTD | +57.4% | +11.7% | +45.8% | +31.1% |
| 1Y | +96.2% | +18.7% | +77.5% | +43.3% |
| All | +96.2% | +19.4% | +76.9% | +43.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling