-37.8%
NFLX vs QQQI
+19.4%
-57.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.2% | -5.5% | -5.4% |
| 7D | -4.2% | +0.4% | -4.6% | -4.3% |
| 30D | +5.5% | +1.0% | +4.5% | +5.3% |
| 3M | -4.1% | -1.2% | -2.9% | -3.5% |
| 6M | -20.7% | +11.6% | -32.3% | -24.6% |
| YTD | -16.5% | +11.7% | -28.2% | -20.8% |
| 1Y | -37.8% | +18.7% | -56.4% | -40.4% |
| All | -37.8% | +19.4% | -57.1% | -40.4% |
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 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