+98.5%
FLEX vs QQQI
+19.4%
+79.1%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.0% |
| 7D | -0.9% | +0.4% | -1.3% | -1.9% |
| 30D | -10.1% | +1.0% | -11.1% | -12.1% |
| 3M | -31.3% | -1.2% | -30.1% | -28.1% |
| 6M | +71.3% | +11.6% | +59.7% | +37.7% |
| YTD | +81.2% | +11.7% | +69.6% | +46.0% |
| 1Y | +98.5% | +18.7% | +79.8% | +38.7% |
| All | +98.5% | +19.4% | +79.1% | +38.7% |
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