+1,003.2%
WDC vs QQQI
+57.7%
+945.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.3% | +1.5% |
| 7D | +7.5% | +0.8% | +6.6% | +5.6% |
| 30D | +10.1% | +0.2% | +9.9% | +9.9% |
| 3M | -6.8% | +2.3% | -9.2% | -7.9% |
| 6M | +84.1% | +11.6% | +72.5% | +58.1% |
| YTD | +180.3% | +11.3% | +168.9% | +144.2% |
| 1Y | +411.1% | +17.4% | +393.7% | +313.4% |
| All | +1,003.2% | +57.7% | +945.5% | +495.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling