-15.3%
WDAY vs QQQI
+19.4%
-34.6%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.2% | -5.6% | -5.4% |
| 7D | -4.4% | +0.4% | -4.8% | -4.3% |
| 30D | +14.7% | +1.0% | +13.8% | +14.9% |
| 3M | +32.4% | -1.2% | +33.6% | +34.8% |
| 6M | +36.9% | +11.6% | +25.3% | +33.2% |
| YTD | -8.8% | +11.7% | -20.5% | -11.3% |
| 1Y | -15.3% | +18.7% | -34.0% | -16.8% |
| All | -15.3% | +19.4% | -34.6% | -16.8% |
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 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