+10.5%
NEE vs QQQI
+2.7%
+7.8%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.7% | +5.4% | -0.6% |
| 7D | +7.4% | -8.5% | +15.9% | +6.7% |
| 30D | +13.3% | -12.7% | +26.0% | +12.4% |
| 3M | +3.5% | -7.7% | +11.2% | +2.7% |
| 6M | -7.0% | -4.6% | -2.3% | -7.9% |
| YTD | +12.3% | +2.1% | +10.2% | +9.9% |
| 1Y | +10.5% | +2.1% | +8.5% | +8.1% |
| All | +10.5% | +2.7% | +7.8% | +8.1% |
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