+118.0%
NOK vs QQQI
+19.4%
+98.7%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.2% | +2.5% | +2.3% |
| 7D | -1.8% | +0.4% | -2.2% | -2.4% |
| 30D | +4.7% | +1.0% | +3.7% | +3.2% |
| 3M | -39.7% | -1.2% | -38.4% | -37.7% |
| 6M | +23.1% | +11.6% | +11.5% | +12.8% |
| YTD | +55.0% | +11.7% | +43.4% | +42.3% |
| 1Y | +118.0% | +18.7% | +99.4% | +96.4% |
| All | +118.0% | +19.4% | +98.7% | +96.4% |
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