+8.9%
CAT vs QQQI
+8.3%
+0.6%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.0% | -6.2% | -6.7% |
| 7D | -17.1% | -4.2% | -12.9% | -11.6% |
| 30D | -30.1% | -7.1% | -23.0% | -22.1% |
| 3M | -32.4% | -2.7% | -29.7% | -29.5% |
| 6M | -32.1% | +2.0% | -34.1% | -33.6% |
| YTD | +4.1% | +8.2% | -4.1% | -6.9% |
| 1Y | +8.9% | +8.9% | 0.0% | -2.9% |
| All | +8.9% | +8.3% | +0.6% | -2.9% |
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