+521.0%
LITE vs QQQI
+19.4%
+501.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.2% | +3.8% | +3.5% |
| 7D | -1.5% | +0.4% | -1.9% | -2.6% |
| 30D | +6.7% | +1.0% | +5.7% | +4.4% |
| 3M | -6.8% | -1.2% | -5.5% | -0.5% |
| 6M | +29.4% | +11.6% | +17.8% | +0.3% |
| YTD | +139.1% | +11.7% | +127.4% | +82.1% |
| 1Y | +521.0% | +18.7% | +502.3% | +312.9% |
| All | +521.0% | +19.4% | +501.6% | +312.9% |
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