-52.0%
FLUT vs QQQI
+57.7%
-109.7%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.1% | -1.2% |
| 7D | -2.6% | +0.8% | -3.4% | -3.2% |
| 30D | +5.4% | +0.2% | +5.2% | +5.2% |
| 3M | -10.8% | +2.3% | -13.1% | -13.2% |
| 6M | -9.2% | +11.6% | -20.8% | -19.1% |
| YTD | -53.8% | +11.3% | -65.1% | -58.8% |
| 1Y | -66.0% | +17.4% | -83.4% | -71.1% |
| All | -52.0% | +57.7% | -109.7% | -68.8% |
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 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