+349.5%
FLEX vs QQQI
+56.3%
+293.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.9% | -3.2% | -2.5% |
| 7D | +0.1% | -1.0% | +1.2% | +2.1% |
| 30D | -11.8% | -0.6% | -11.2% | -10.5% |
| 3M | -22.6% | +3.4% | -25.9% | -25.4% |
| 6M | +77.3% | +10.6% | +66.7% | +55.4% |
| YTD | +78.8% | +10.3% | +68.5% | +58.2% |
| 1Y | +86.1% | +16.3% | +69.7% | +52.8% |
| All | +349.5% | +56.3% | +293.2% | +151.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling