+28.7%
XLV vs QQQI
+3.6%
+25.2%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.2% | -1.3% | -0.1% |
| 7D | 0.0% | -4.2% | +4.2% | 0.0% |
| 30D | +9.5% | -11.6% | +21.0% | +9.3% |
| 3M | +12.8% | -6.4% | +19.2% | +12.7% |
| 6M | +28.1% | -4.7% | +32.9% | +26.9% |
| YTD | +20.9% | +3.3% | +17.5% | +15.6% |
| 1Y | +28.7% | +5.0% | +23.7% | +22.8% |
| All | +28.7% | +3.6% | +25.2% | +22.8% |
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