+16.2%
ENTG vs QQQI
+57.7%
-41.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.9% | +1.3% | +0.1% |
| 7D | +1.2% | -0.3% | +1.5% | +2.1% |
| 30D | -12.9% | -0.3% | -12.6% | -11.9% |
| 3M | -3.1% | +1.3% | -4.4% | -2.1% |
| 6M | +21.0% | +11.5% | +9.5% | +1.3% |
| YTD | +67.0% | +11.3% | +55.7% | +41.5% |
| 1Y | +68.6% | +16.9% | +51.8% | +30.8% |
| All | +16.2% | +57.7% | -41.5% | -44.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling