+39.5%
VALE vs QQQI
+57.7%
-18.1%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.9% |
| 7D | -0.3% | -0.3% | +0.1% | 0.0% |
| 30D | +8.6% | -0.3% | +8.9% | +8.8% |
| 3M | +2.0% | +1.3% | +0.6% | +0.9% |
| 6M | +2.1% | +11.5% | -9.4% | -5.3% |
| YTD | +20.2% | +11.3% | +8.9% | +11.7% |
| 1Y | +55.2% | +16.9% | +38.3% | +39.8% |
| All | +39.5% | +57.7% | -18.1% | +6.9% |
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