-55.8%
FIG vs QQQI
+19.4%
-75.1%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.2% | -4.5% | -4.5% |
| 7D | -16.3% | +0.4% | -16.7% | -16.6% |
| 30D | -14.3% | +1.0% | -15.3% | -14.9% |
| 3M | +7.2% | -1.2% | +8.4% | +8.9% |
| 6M | -18.6% | +11.6% | -30.2% | -32.7% |
| YTD | -35.5% | +11.7% | -47.1% | -46.3% |
| 1Y | -55.8% | +18.7% | -74.5% | -73.0% |
| All | -55.8% | +19.4% | -75.1% | -73.0% |
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