-10.1%
NOW vs QQQI
+58.2%
-68.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.2% | -3.2% | -3.2% |
| 7D | -2.4% | +0.4% | -2.8% | -2.7% |
| 30D | +20.5% | +1.0% | +19.5% | +19.5% |
| 3M | +18.3% | -1.2% | +19.6% | +19.1% |
| 6M | +24.1% | +11.6% | +12.5% | +8.2% |
| YTD | -7.8% | +11.7% | -19.5% | -19.8% |
| 1Y | -21.4% | +18.7% | -40.1% | -36.9% |
| All | -10.1% | +58.2% | -68.3% | -50.3% |
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 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