+93.4%
W vs QQQI
+57.7%
+35.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.7% |
| 7D | +5.9% | +0.8% | +5.1% | +4.1% |
| 30D | -3.0% | +0.2% | -3.2% | -3.4% |
| 3M | +40.3% | +2.3% | +38.0% | +33.8% |
| 6M | +32.2% | +11.6% | +20.6% | +5.1% |
| YTD | -0.3% | +11.3% | -11.6% | -19.5% |
| 1Y | +16.2% | +17.4% | -1.3% | -17.0% |
| All | +93.4% | +57.7% | +35.6% | -21.8% |
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 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