+59.5%
SNOW vs QQQI
+57.7%
+1.8%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -1.4% |
| 7D | -2.4% | -0.3% | -2.1% | -2.0% |
| 30D | -1.0% | -0.3% | -0.7% | -0.4% |
| 3M | +36.9% | +1.3% | +35.5% | +33.4% |
| 6M | +83.4% | +11.5% | +71.9% | +54.8% |
| YTD | +50.0% | +11.3% | +38.7% | +27.7% |
| 1Y | +46.5% | +16.9% | +29.6% | +16.5% |
| All | +59.5% | +57.7% | +1.8% | -19.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling