+219.5%
NOK vs QQQI
+57.7%
+161.8%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.9% | +3.9% | +4.0% |
| 7D | +11.0% | -0.3% | +11.3% | +11.3% |
| 30D | +7.8% | -0.3% | +8.1% | +8.2% |
| 3M | -21.0% | +1.3% | -22.4% | -21.2% |
| 6M | +40.9% | +11.5% | +29.4% | +33.6% |
| YTD | +72.0% | +11.3% | +60.7% | +63.5% |
| 1Y | +140.9% | +16.9% | +124.0% | +123.4% |
| All | +219.5% | +57.7% | +161.8% | +159.9% |
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