+141.6%
SPOT vs QQQI
+57.7%
+83.9%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.1% |
| 7D | -3.1% | -0.3% | -2.7% | -2.8% |
| 30D | +7.4% | -0.3% | +7.7% | +7.5% |
| 3M | +8.2% | +1.3% | +6.8% | +6.1% |
| 6M | +2.2% | +11.5% | -9.3% | -9.4% |
| YTD | -9.5% | +11.3% | -20.7% | -19.6% |
| 1Y | -23.8% | +16.9% | -40.7% | -36.1% |
| All | +141.6% | +57.7% | +83.9% | +51.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling