+896.9%
STX vs QQQI
+57.7%
+839.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.9% | -4.6% | -5.2% |
| 7D | -2.3% | -0.3% | -1.9% | -1.7% |
| 30D | -5.5% | -0.3% | -5.2% | -4.8% |
| 3M | -4.3% | +1.3% | -5.6% | -4.7% |
| 6M | +115.6% | +11.5% | +104.1% | +89.5% |
| YTD | +202.2% | +11.3% | +190.9% | +168.1% |
| 1Y | +325.3% | +16.9% | +308.4% | +258.1% |
| All | +896.9% | +57.7% | +839.2% | +501.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling