+46.1%
SOXX vs QQQI
+6.5%
+39.5%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +1.0% |
| 7D | -5.4% | -1.0% | -4.4% | -2.6% |
| 30D | -21.4% | -8.7% | -12.7% | -1.1% |
| 3M | -16.9% | -4.6% | -12.3% | -5.6% |
| 6M | -15.4% | -3.6% | -11.8% | -3.2% |
| YTD | +46.3% | +6.0% | +40.2% | +39.9% |
| 1Y | +46.1% | +6.0% | +40.1% | +40.7% |
| All | +46.1% | +6.5% | +39.5% | +40.7% |
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