+375.7%
FLEX vs QQQI
+58.1%
+317.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.1% | +4.5% | +4.6% |
| 7D | +7.0% | +1.3% | +5.7% | +4.4% |
| 30D | -5.8% | +0.2% | -6.0% | -5.9% |
| 3M | -24.2% | +1.5% | -25.7% | -24.7% |
| 6M | +90.8% | +13.2% | +77.6% | +60.6% |
| YTD | +89.2% | +11.6% | +77.6% | +63.9% |
| 1Y | +104.7% | +18.0% | +86.7% | +63.9% |
| All | +375.7% | +58.1% | +317.6% | +160.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling