+381.8%
FLEX vs QQQI
+57.7%
+324.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +0.9% | +6.3% | +5.5% |
| 7D | +5.7% | -0.3% | +6.1% | +6.5% |
| 30D | -7.0% | -0.3% | -6.7% | -6.2% |
| 3M | -23.8% | +1.3% | -25.2% | -24.2% |
| 6M | +82.6% | +11.5% | +71.2% | +57.9% |
| YTD | +91.6% | +11.3% | +80.3% | +67.0% |
| 1Y | +100.6% | +16.9% | +83.7% | +63.3% |
| All | +381.8% | +57.7% | +324.1% | +165.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling