-85.6%
SMR vs QQQI
+8.3%
-93.9%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.0% | -5.5% | -7.3% |
| 7D | -9.5% | -4.2% | -5.3% | +2.1% |
| 30D | -33.2% | -7.1% | -26.1% | -17.1% |
| 3M | -45.9% | -2.7% | -43.3% | -41.7% |
| 6M | -57.9% | +2.0% | -59.9% | -60.0% |
| YTD | -63.8% | +8.2% | -72.0% | -70.8% |
| 1Y | -85.6% | +8.9% | -94.5% | -88.4% |
| All | -85.6% | +8.3% | -93.9% | -88.4% |
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 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