+113.9%
SOXX vs QQQI
+19.4%
+94.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.3% | +3.1% |
| 7D | +2.2% | +0.4% | +1.8% | +1.2% |
| 30D | -2.0% | +1.0% | -3.0% | -4.1% |
| 3M | -13.7% | -1.2% | -12.5% | -9.0% |
| 6M | +52.4% | +11.6% | +40.8% | +26.1% |
| YTD | +72.8% | +11.7% | +61.1% | +43.3% |
| 1Y | +113.9% | +18.7% | +95.2% | +58.6% |
| All | +113.9% | +19.4% | +94.6% | +58.6% |
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 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