+0.6%
VALE vs QQQI
+8.9%
-8.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.0% | +3.1% | +3.4% |
| 7D | -0.3% | -4.2% | +3.9% | +2.6% |
| 30D | -19.2% | -7.1% | -12.1% | -14.9% |
| 3M | -20.7% | -2.7% | -18.1% | -19.4% |
| 6M | -25.8% | +2.0% | -27.8% | -27.7% |
| YTD | -9.8% | +8.2% | -18.0% | -17.5% |
| All | +0.6% | +8.9% | -8.4% | -8.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling