+257.4%
TER vs QQQI
+56.3%
+201.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.9% | -2.6% | -1.5% |
| 7D | +9.4% | -1.0% | +10.4% | +12.0% |
| 30D | -2.4% | -0.6% | -1.9% | -0.8% |
| 3M | +6.5% | +3.4% | +3.2% | +3.5% |
| 6M | +23.2% | +10.6% | +12.5% | +6.8% |
| YTD | +91.5% | +10.3% | +81.2% | +68.2% |
| 1Y | +214.8% | +16.3% | +198.5% | +153.7% |
| All | +257.4% | +56.3% | +201.1% | +73.8% |
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