-80.9%
FIG vs QQQI
+19.5%
-100.4%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.2% | -3.0% | -3.1% |
| 7D | -14.5% | +0.8% | -15.3% | -14.9% |
| 30D | -13.3% | +0.2% | -13.5% | -13.4% |
| 3M | +7.4% | +2.3% | +5.1% | +3.8% |
| 6M | -27.8% | +11.6% | -39.4% | -38.8% |
| YTD | -41.1% | +11.3% | -52.4% | -49.6% |
| 1Y | -58.7% | +17.4% | -76.1% | -65.2% |
| All | -80.9% | +19.5% | -100.4% | -83.4% |
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