-17.7%
LVS vs QQQI
+19.4%
-37.1%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | -1.5% | +0.4% | -1.9% | -1.6% |
| 30D | -3.2% | +1.0% | -4.2% | -3.6% |
| 3M | -12.0% | -1.2% | -10.8% | -11.2% |
| 6M | -19.9% | +11.6% | -31.5% | -26.6% |
| YTD | -30.6% | +11.7% | -42.3% | -36.5% |
| 1Y | -17.7% | +18.7% | -36.4% | -27.4% |
| All | -17.7% | +19.4% | -37.1% | -27.4% |
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