-52.8%
NRG vs QQQI
+2.7%
-55.5%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -5.7% | +2.4% | +1.9% |
| 7D | -17.0% | -8.5% | -8.5% | -10.1% |
| 30D | -21.9% | -12.7% | -9.2% | -11.2% |
| 3M | -32.9% | -7.7% | -25.3% | -27.8% |
| 6M | -48.4% | -4.6% | -43.8% | -47.3% |
| YTD | -48.7% | +2.1% | -50.7% | -52.3% |
| 1Y | -52.8% | +2.1% | -54.9% | -56.2% |
| All | -52.8% | +2.7% | -55.5% | -56.2% |
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