+178.8%
CAT vs QQQI
+58.1%
+120.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.1% | +1.2% |
| 7D | +5.6% | +1.3% | +4.2% | +4.0% |
| 30D | -2.3% | +0.2% | -2.5% | -2.5% |
| 3M | -10.0% | +1.5% | -11.5% | -11.0% |
| 6M | +21.2% | +13.2% | +8.0% | +7.1% |
| YTD | +44.4% | +11.6% | +32.9% | +29.7% |
| 1Y | +96.3% | +18.0% | +78.3% | +67.2% |
| All | +178.8% | +58.1% | +120.7% | +81.2% |
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 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