+95.4%
CAT vs QQQI
+19.4%
+76.1%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.5% | +1.5% |
| 7D | +1.7% | +0.4% | +1.3% | +1.2% |
| 30D | -6.6% | +1.0% | -7.5% | -7.8% |
| 3M | -13.3% | -1.2% | -12.1% | -11.6% |
| 6M | +11.6% | +11.6% | 0.0% | -3.8% |
| YTD | +42.9% | +11.7% | +31.3% | +22.9% |
| 1Y | +95.4% | +18.7% | +76.8% | +54.2% |
| All | +95.4% | +19.4% | +76.1% | +54.2% |
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