+970.4%
LITE vs QQQI
+51.3%
+919.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.0% | -3.5% | -2.0% |
| 7D | +10.8% | +3.3% | +7.4% | +2.8% |
| 30D | -33.4% | -5.8% | -27.6% | -19.8% |
| 3M | -32.2% | -5.0% | -27.2% | -19.2% |
| 6M | -42.1% | -3.2% | -38.9% | -32.1% |
| YTD | +61.9% | +6.8% | +55.1% | +51.7% |
| 1Y | +163.0% | +9.0% | +154.0% | +138.6% |
| All | +970.4% | +51.3% | +919.1% | +471.6% |
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