+283.4%
NEM vs QQQI
+56.3%
+227.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.1% | -1.4% |
| 7D | -3.3% | -1.0% | -2.2% | -2.6% |
| 30D | +7.8% | -0.6% | +8.4% | +8.3% |
| 3M | +36.3% | +3.4% | +32.9% | +33.4% |
| 6M | +6.6% | +10.6% | -4.1% | +1.1% |
| YTD | +27.1% | +10.3% | +16.8% | +20.9% |
| 1Y | +62.3% | +16.3% | +46.0% | +51.0% |
| All | +283.4% | +56.3% | +227.2% | +247.7% |
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