-73.1%
SMR vs QQQI
+19.4%
-92.4%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -1.1% |
| 7D | +4.4% | +0.4% | +4.0% | +3.0% |
| 30D | +3.4% | +1.0% | +2.4% | +0.6% |
| 3M | -19.2% | -1.2% | -18.0% | -13.5% |
| 6M | -22.6% | +11.6% | -34.2% | -44.1% |
| YTD | -31.5% | +11.7% | -43.2% | -50.6% |
| 1Y | -73.1% | +18.7% | -91.8% | -90.5% |
| All | -73.1% | +19.4% | -92.4% | -90.5% |
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