+100.6%
FLEX vs QQQI
+16.9%
+83.6%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +0.9% | +6.3% | +4.9% |
| 7D | +5.7% | -0.3% | +6.1% | +6.8% |
| 30D | -7.0% | -0.3% | -6.7% | -5.9% |
| 3M | -23.8% | +1.3% | -25.2% | -25.0% |
| 6M | +82.6% | +11.5% | +71.2% | +47.3% |
| YTD | +91.6% | +11.3% | +80.3% | +55.9% |
| 1Y | +100.6% | +16.9% | +83.7% | +39.8% |
| All | +100.6% | +16.9% | +83.6% | +39.8% |
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