+140.0%
WBD vs QQQI
+19.4%
+120.7%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.5% |
| 7D | -1.8% | +0.4% | -2.2% | -1.9% |
| 30D | +8.8% | +1.0% | +7.8% | +8.4% |
| 3M | +4.6% | -1.2% | +5.8% | +5.4% |
| 6M | +1.1% | +11.6% | -10.5% | -3.9% |
| YTD | -2.0% | +11.7% | -13.7% | -6.8% |
| 1Y | +140.0% | +18.7% | +121.3% | +52.6% |
| All | +140.0% | +19.4% | +120.7% | +52.6% |
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