+1,578.7%
LITE vs QQQI
+56.3%
+1,522.4%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.9% | -4.5% | -3.2% |
| 7D | +10.4% | -1.0% | +11.5% | +13.4% |
| 30D | +14.0% | -0.6% | +14.6% | +16.2% |
| 3M | +9.7% | +3.4% | +6.3% | +4.8% |
| 6M | +39.2% | +10.6% | +28.6% | +14.3% |
| YTD | +153.9% | +10.3% | +143.6% | +109.9% |
| 1Y | +467.5% | +16.3% | +451.2% | +328.7% |
| All | +1,578.7% | +56.3% | +1,522.4% | +690.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling