+963.9%
STX vs QQQI
+57.7%
+906.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.8% | -1.7% |
| 7D | +9.6% | +0.8% | +8.7% | +8.1% |
| 30D | +10.6% | +0.2% | +10.5% | +10.7% |
| 3M | +4.8% | +2.3% | +2.5% | +3.0% |
| 6M | +137.3% | +11.6% | +125.7% | +108.3% |
| YTD | +222.5% | +11.3% | +211.2% | +186.2% |
| 1Y | +366.2% | +17.4% | +348.8% | +290.5% |
| All | +963.9% | +57.7% | +906.1% | +542.1% |
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