+17.4%
XYZ vs QQQI
+58.1%
-40.7%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.1% | -3.1% | -3.1% |
| 7D | +2.9% | +1.3% | +1.5% | +0.9% |
| 30D | +1.4% | +0.2% | +1.2% | +1.2% |
| 3M | +14.6% | +1.5% | +13.1% | +11.2% |
| 6M | +20.8% | +13.2% | +7.5% | -1.1% |
| YTD | +23.1% | +11.6% | +11.5% | +3.7% |
| 1Y | +5.6% | +18.0% | -12.3% | -18.3% |
| All | +17.4% | +58.1% | -40.7% | -39.7% |
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