+221.3%
NET vs QQQI
+53.3%
+168.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.0% | -3.6% | -4.1% |
| 7D | -16.4% | -4.2% | -12.1% | -10.5% |
| 30D | -25.8% | -7.1% | -18.8% | -16.9% |
| 3M | -11.5% | -2.7% | -8.9% | -7.0% |
| 6M | +18.9% | +2.0% | +16.9% | +15.0% |
| YTD | +35.2% | +8.2% | +27.0% | +19.4% |
| 1Y | +14.5% | +8.9% | +5.6% | +0.3% |
| All | +221.3% | +53.3% | +168.0% | +72.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling