-45.2%
FIX vs QQQI
-2.9%
-42.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | +0.7% |
| 7D | +9.4% | +3.3% | +6.1% | +2.6% |
| 30D | -27.8% | -5.8% | -22.0% | -17.8% |
| 3M | -35.6% | -5.0% | -30.5% | -27.5% |
| 6M | -45.2% | -3.2% | -42.0% | -40.5% |
| All | -45.2% | -2.9% | -42.4% | -40.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling