-16.5%
NOW vs QQQI
+56.3%
-72.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.9% |
| 7D | -9.9% | -1.0% | -8.9% | -9.0% |
| 30D | +2.8% | -0.6% | +3.4% | +3.5% |
| 3M | +23.7% | +3.4% | +20.3% | +17.7% |
| 6M | +12.5% | +10.6% | +1.9% | -1.0% |
| YTD | -14.4% | +10.3% | -24.7% | -24.6% |
| 1Y | -29.0% | +16.3% | -45.3% | -41.8% |
| All | -16.5% | +56.3% | -72.8% | -53.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling