+550.8%
STRL vs QQQI
+58.1%
+492.7%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.1% | +3.3% | +3.4% |
| 7D | +10.1% | +1.3% | +8.8% | +7.1% |
| 30D | -8.2% | +0.2% | -8.4% | -8.3% |
| 3M | -43.7% | +1.5% | -45.2% | -44.5% |
| 6M | +27.1% | +13.2% | +13.9% | +3.8% |
| YTD | +64.0% | +11.6% | +52.4% | +38.2% |
| 1Y | +75.2% | +18.0% | +57.2% | +36.7% |
| All | +550.8% | +58.1% | +492.7% | +243.1% |
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 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