+259.2%
TER vs QQQI
+58.1%
+201.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.1% | +4.3% | +4.4% |
| 7D | +11.0% | +1.3% | +9.6% | +7.7% |
| 30D | -1.9% | +0.2% | -2.1% | -2.0% |
| 3M | -0.7% | +1.5% | -2.2% | +0.1% |
| 6M | +36.4% | +13.2% | +23.1% | +12.7% |
| YTD | +92.4% | +11.6% | +80.9% | +64.8% |
| 1Y | +213.5% | +18.0% | +195.5% | +145.1% |
| All | +259.2% | +58.1% | +201.1% | +70.2% |
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