-32.9%
LVS vs QQQI
+2.7%
-35.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.7% | +6.1% | +1.7% |
| 7D | +11.4% | -8.5% | +19.9% | +13.6% |
| 30D | +13.6% | -12.7% | +26.3% | +17.2% |
| 3M | -10.0% | -7.7% | -2.3% | -8.6% |
| 6M | -20.6% | -4.6% | -15.9% | -21.4% |
| YTD | -35.5% | +2.1% | -37.6% | -39.7% |
| 1Y | -32.9% | +2.1% | -35.0% | -37.2% |
| All | -32.9% | +2.7% | -35.6% | -37.2% |
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