-8.5%
LVS vs QQQI
+57.7%
-66.2%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.3% | 0.0% |
| 7D | -3.5% | -0.3% | -3.1% | -3.2% |
| 30D | -6.2% | -0.3% | -6.0% | -6.1% |
| 3M | -14.8% | +1.3% | -16.2% | -16.2% |
| 6M | -20.9% | +11.5% | -32.3% | -28.1% |
| YTD | -33.0% | +11.3% | -44.3% | -39.2% |
| 1Y | -20.0% | +16.9% | -36.9% | -30.3% |
| All | -8.5% | +57.7% | -66.2% | -36.6% |
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