+58.1%
USB vs QQQI
+51.3%
+6.8%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.8% | +1.4% |
| 7D | +2.6% | +3.3% | -0.7% | +0.6% |
| 30D | +8.4% | -5.8% | +14.2% | +12.0% |
| 3M | -5.5% | -5.0% | -0.5% | -3.0% |
| 6M | +17.7% | -3.2% | +20.9% | +18.6% |
| YTD | +17.6% | +6.8% | +10.8% | +9.7% |
| 1Y | +33.9% | +9.0% | +24.9% | +22.9% |
| All | +58.1% | +51.3% | +6.8% | +15.8% |
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