+61.6%
STRL vs QQQI
+16.9%
+44.7%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.9% | +4.5% | +2.8% |
| 7D | +5.0% | -0.3% | +5.4% | +6.2% |
| 30D | -6.9% | -0.3% | -6.6% | -5.7% |
| 3M | -39.1% | +1.3% | -40.4% | -41.2% |
| 6M | +21.5% | +11.5% | +10.0% | -7.4% |
| YTD | +66.9% | +11.3% | +55.6% | +27.3% |
| 1Y | +61.6% | +16.9% | +44.8% | -0.1% |
| All | +61.6% | +16.9% | +44.7% | -0.1% |
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