+54.1%
USB vs QQQI
+46.4%
+7.7%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.2% | -1.7% | -1.2% |
| 7D | 0.0% | -4.2% | +4.2% | +2.5% |
| 30D | +5.8% | -11.6% | +17.4% | +13.7% |
| 3M | -6.0% | -6.4% | +0.4% | -2.7% |
| 6M | +7.8% | -4.7% | +12.5% | +9.3% |
| YTD | +14.6% | +3.3% | +11.3% | +9.1% |
| 1Y | +31.8% | +5.0% | +26.7% | +23.8% |
| All | +54.1% | +46.4% | +7.7% | +15.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling