+14.8%
SPY vs QQQI
+8.3%
+6.4%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.0% | +0.7% | +1.0% |
| 7D | -0.7% | -4.2% | +3.5% | +2.3% |
| 30D | -1.0% | -7.1% | +6.0% | +4.1% |
| 3M | -0.3% | -2.7% | +2.3% | +1.4% |
| 6M | +7.3% | +2.0% | +5.3% | +4.9% |
| YTD | +13.3% | +8.2% | +5.1% | +5.2% |
| 1Y | +14.8% | +8.9% | +5.9% | +6.1% |
| All | +14.8% | +8.3% | +6.4% | +6.1% |
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