+242.7%
NET vs QQQI
+58.1%
+184.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.1% | +2.0% | +2.1% |
| 7D | -0.4% | +1.3% | -1.7% | -2.3% |
| 30D | -5.3% | +0.2% | -5.5% | -5.3% |
| 3M | +14.7% | +1.5% | +13.2% | +11.8% |
| 6M | +45.7% | +13.2% | +32.4% | +19.0% |
| YTD | +44.2% | +11.6% | +32.6% | +21.0% |
| 1Y | +30.5% | +18.0% | +12.5% | +0.9% |
| All | +242.7% | +58.1% | +184.6% | +74.9% |
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