+26.9%
U vs QQQI
+57.7%
-30.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.1% |
| 7D | +4.4% | +0.8% | +3.5% | +2.9% |
| 30D | -1.3% | +0.2% | -1.5% | -1.7% |
| 3M | +49.6% | +2.3% | +47.2% | +42.3% |
| 6M | +100.2% | +11.6% | +88.6% | +61.9% |
| YTD | -3.7% | +11.3% | -15.0% | -20.7% |
| 1Y | -6.5% | +17.4% | -23.9% | -29.0% |
| All | +26.9% | +57.7% | -30.8% | -34.2% |
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