+120.0%
NRG vs QQQI
+57.7%
+62.3%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +0.5% |
| 7D | -4.7% | -0.3% | -4.3% | -4.2% |
| 30D | -6.0% | -0.3% | -5.7% | -5.5% |
| 3M | -8.0% | +1.3% | -9.3% | -10.4% |
| 6M | -23.2% | +11.5% | -34.6% | -34.8% |
| YTD | -28.1% | +11.3% | -39.3% | -38.7% |
| 1Y | -27.3% | +16.9% | -44.1% | -42.0% |
| All | +120.0% | +57.7% | +62.3% | +29.9% |
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