+366.0%
WDC vs QQQI
+16.9%
+349.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.9% | -3.9% | -5.6% |
| 7D | -4.3% | -0.3% | -4.0% | -3.4% |
| 30D | -1.5% | -0.3% | -1.2% | -0.6% |
| 3M | -15.5% | +1.3% | -16.8% | -16.0% |
| 6M | +66.5% | +11.5% | +55.0% | +30.9% |
| YTD | +159.9% | +11.3% | +148.6% | +107.7% |
| 1Y | +366.0% | +16.9% | +349.1% | +210.3% |
| All | +366.0% | +16.9% | +349.0% | +210.3% |
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 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