+417.4%
WDC vs QQQI
+19.4%
+398.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.2% | +5.7% | +5.3% |
| 7D | +1.7% | +0.4% | +1.3% | +0.4% |
| 30D | -10.0% | +1.0% | -10.9% | -12.4% |
| 3M | -18.8% | -1.2% | -17.5% | -12.7% |
| 6M | +79.0% | +11.6% | +67.4% | +40.7% |
| YTD | +171.6% | +11.7% | +159.9% | +115.0% |
| 1Y | +417.4% | +18.7% | +398.7% | +191.2% |
| All | +417.4% | +19.4% | +398.0% | +191.2% |
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