+16.1%
XYZ vs QQQI
+57.7%
-41.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -1.1% |
| 7D | -4.3% | -0.3% | -3.9% | -3.8% |
| 30D | +1.2% | -0.3% | +1.5% | +1.7% |
| 3M | +14.6% | +1.3% | +13.3% | +11.5% |
| 6M | +22.6% | +11.5% | +11.1% | +2.8% |
| YTD | +21.7% | +11.3% | +10.4% | +2.9% |
| 1Y | +6.7% | +16.9% | -10.2% | -16.3% |
| All | +16.1% | +57.7% | -41.6% | -40.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling