+23.1%
UNP vs QQQI
+56.3%
-33.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +0.7% |
| 7D | -1.2% | -1.0% | -0.1% | -0.8% |
| 30D | -2.0% | -0.6% | -1.4% | -1.8% |
| 3M | +7.5% | +3.4% | +4.2% | +5.9% |
| 6M | +15.3% | +10.6% | +4.7% | +9.9% |
| YTD | +25.4% | +10.3% | +15.1% | +19.6% |
| 1Y | +35.6% | +16.3% | +19.3% | +25.8% |
| All | +23.1% | +56.3% | -33.2% | +0.3% |
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