+236.2%
NET vs QQQI
+58.2%
+178.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.1% | -2.2% |
| 7D | -7.0% | +0.4% | -7.4% | -7.4% |
| 30D | -4.8% | +1.0% | -5.8% | -5.7% |
| 3M | +3.8% | -1.2% | +5.0% | +5.6% |
| 6M | +50.0% | +11.6% | +38.4% | +25.4% |
| YTD | +41.5% | +11.7% | +29.8% | +18.6% |
| 1Y | +32.8% | +18.7% | +14.2% | +1.8% |
| All | +236.2% | +58.2% | +178.0% | +71.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling