+92.9%
FTNT vs QQQI
+16.9%
+76.0%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.6% | -2.5% |
| 7D | -0.1% | -0.3% | +0.2% | +0.1% |
| 30D | -3.0% | -0.3% | -2.7% | -2.7% |
| 3M | +7.6% | +1.3% | +6.2% | +6.3% |
| 6M | +87.0% | +11.5% | +75.5% | +69.5% |
| YTD | +96.5% | +11.3% | +85.3% | +78.3% |
| 1Y | +92.9% | +16.9% | +76.1% | +60.0% |
| All | +92.9% | +16.9% | +76.0% | +60.0% |
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