-75.5%
SMR vs QQQI
+16.9%
-92.5%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.7% | +0.9% | -16.6% | -18.5% |
| 7D | -11.2% | -0.3% | -10.9% | -10.6% |
| 30D | -10.2% | -0.3% | -9.9% | -9.4% |
| 3M | -10.0% | +1.3% | -11.4% | -13.5% |
| 6M | -30.5% | +11.5% | -41.9% | -49.9% |
| YTD | -39.2% | +11.3% | -50.5% | -55.8% |
| 1Y | -75.5% | +16.9% | -92.4% | -87.0% |
| All | -75.5% | +16.9% | -92.5% | -87.0% |
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