-26.8%
SNPS vs QQQI
+57.7%
-84.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -1.2% |
| 7D | +0.9% | -0.3% | +1.2% | +1.4% |
| 30D | -3.6% | -0.3% | -3.3% | -3.0% |
| 3M | -12.9% | +1.3% | -14.3% | -15.0% |
| 6M | -8.2% | +11.5% | -19.7% | -22.6% |
| YTD | -15.4% | +11.3% | -26.7% | -28.2% |
| 1Y | -9.3% | +16.9% | -26.2% | -28.1% |
| All | -26.8% | +57.7% | -84.5% | -62.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling