-37.0%
WDAY vs QQQI
+57.7%
-94.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | -0.2% |
| 7D | -5.2% | -0.3% | -4.8% | -5.0% |
| 30D | +5.9% | -0.3% | +6.2% | +6.1% |
| 3M | +42.3% | +1.3% | +40.9% | +40.2% |
| 6M | +34.7% | +11.5% | +23.2% | +22.5% |
| YTD | -13.5% | +11.3% | -24.8% | -21.3% |
| 1Y | -18.1% | +16.9% | -35.0% | -28.8% |
| All | -37.0% | +57.7% | -94.7% | -57.3% |
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