+25.0%
FLEX vs QQQI
+8.3%
+16.6%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | +1.0% | -13.3% | -14.9% |
| 7D | -17.0% | -4.2% | -12.7% | -7.2% |
| 30D | -33.8% | -7.1% | -26.8% | -19.0% |
| 3M | -39.0% | -2.7% | -36.4% | -33.4% |
| 6M | -15.9% | +2.0% | -17.9% | -16.1% |
| YTD | +27.8% | +8.2% | +19.6% | +12.8% |
| 1Y | +25.0% | +8.9% | +16.1% | +9.6% |
| All | +25.0% | +8.3% | +16.6% | +9.6% |
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