+14.5%
NET vs QQQI
+8.3%
+6.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.0% | -3.6% | -3.9% |
| 7D | -16.4% | -4.2% | -12.1% | -11.3% |
| 30D | -25.8% | -7.1% | -18.8% | -18.4% |
| 3M | -11.5% | -2.7% | -8.9% | -7.4% |
| 6M | +18.9% | +2.0% | +16.9% | +16.0% |
| YTD | +35.2% | +8.2% | +27.0% | +21.6% |
| 1Y | +14.5% | +8.9% | +5.6% | +2.1% |
| All | +14.5% | +8.3% | +6.1% | +2.1% |
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