+87.6%
SMH vs QQQI
+16.9%
+70.7%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | -0.4% |
| 7D | +0.3% | -0.3% | +0.6% | +1.0% |
| 30D | -2.8% | -0.3% | -2.5% | -2.1% |
| 3M | -6.7% | +1.3% | -8.1% | -8.0% |
| 6M | +41.8% | +11.5% | +30.3% | +18.0% |
| YTD | +57.9% | +11.3% | +46.6% | +32.4% |
| 1Y | +87.6% | +16.9% | +70.8% | +39.5% |
| All | +87.6% | +16.9% | +70.7% | +39.5% |
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